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EP 52: What is Premium Financing?

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Manage episode 407088489 series 3557666
Content provided by Bruce M. Weinstein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bruce M. Weinstein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Get ready to unlock a whole new dimension of financial planning with our special guest, Mel Lieber, a seasoned premium finance specialist. In this episode, we'll be diving into the world of premium financing in life insurance, where you'll walk away understanding how to leverage a unique strategy for your estate taxes and retirement planning needs. We'll dissect various premium financing strategies, their working principles, and how they can help you stretch your assets further - think of it like getting a mortgage for your house.

Follow me on Instagram: @asktheplanman Facebook: Ask the Planman

“When you need some advice, always get it right, Come Ask the Planman!”

Contact Bruce! info@asktheplanman.com Call us at 1-844-Planman Text PLANMAN to (321) 421-5213 www.asktheplanman.com planman.tv

Contact Mel! www.financedpremiums.com www.linkedin.com/in/mel-lieber

CHAPTERS: (00:00) - Understanding Premium Financing in Life Insurance (06:52) - Financing and Collateral in Life Insurance (18:00) - Premium Financing for High Earners (33:53) - Premium Financing and Estate Planning

  continue reading

73 episoade

Artwork
iconDistribuie
 
Manage episode 407088489 series 3557666
Content provided by Bruce M. Weinstein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bruce M. Weinstein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Get ready to unlock a whole new dimension of financial planning with our special guest, Mel Lieber, a seasoned premium finance specialist. In this episode, we'll be diving into the world of premium financing in life insurance, where you'll walk away understanding how to leverage a unique strategy for your estate taxes and retirement planning needs. We'll dissect various premium financing strategies, their working principles, and how they can help you stretch your assets further - think of it like getting a mortgage for your house.

Follow me on Instagram: @asktheplanman Facebook: Ask the Planman

“When you need some advice, always get it right, Come Ask the Planman!”

Contact Bruce! info@asktheplanman.com Call us at 1-844-Planman Text PLANMAN to (321) 421-5213 www.asktheplanman.com planman.tv

Contact Mel! www.financedpremiums.com www.linkedin.com/in/mel-lieber

CHAPTERS: (00:00) - Understanding Premium Financing in Life Insurance (06:52) - Financing and Collateral in Life Insurance (18:00) - Premium Financing for High Earners (33:53) - Premium Financing and Estate Planning

  continue reading

73 episoade

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