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Increase-your-effectiveness

Watch the Recording Now.

During this webinar we discussed an enhanced premium financing strategy that allows your clients to leverage their contributions using a loan from the bank to generate tax-free income.

The best part? Once your client is approved, our office will handle the entire process. No unnecessary hassles or complications. So neither you nor your client will need to jump through any extra hoops to set up this plan.

Topics of discussion include:

  1. Challenges with Saving for Retirement
  2. Why Life Insurance?
  3. Why Financing?
  4. Turn-Key Premium Financing with R-Squared

Want more information on what we provide?