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Premium Financing-Revealing the Secrets of This Powerful Wealth Protection Tool

Thursday, June 16th, 2022

2 pm eastern

 


Your high net-worth clients and business owners rely on you. Have you considered incorporating premium financing into your estate planning services? Premium financing is an emerging and vital planning strategy, one your clients cannot afford to miss.

Join premium finance experts Anthony Martinelli, and Bob Bagonis for our June NAIFA Live where we pull the veil off this fascinating and powerful estate planning strategy.

This NAIFA Live is intended for NAIFA Members who are involved in estate planning, advanced planning, or who want to learn more about this advanced planning topic.

During the NAIFA Live you will learn:

  • What is premium financing
  • The various planning applications for premium financing
  • The ideal premium financing prospect
  • Why premium financing can differentiate you in the high net-worth marketplace with clients and strategic alliances
  • Mistakes to avoid when selling premium financing

Please remain online for our "Word on the Street" breakout rooms. These breakouts provide an opportunity for interaction and Q&A with our featured speaker, value-added content, and camaraderie.


 

Registration

Schedule

1:55 pm
Welcome
Live Broadcast Begins
2:00 pm
Presentation
2:50 pm
Word on the Street
brought to you by IFAPAC
Stay online for our "Word on the Street" breakout rooms. These breakouts provide an opportunity for interaction and Q&A with our featured speaker, value-added content, and camaraderie.

Bonus Content

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Anthony Martinelli

Anthony S. Martinelli, CLU, CBEC

Co-Founder
Jacobi Wealth Advisor
Bob Bagonis

Bob Bagonis

Founding Partner
Tritium Private Wealth Strategies, LLC