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Agent Tool: Understanding the Premium Financing Process
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"Agent Tool: Understanding the Premium Financing Process"

Use this tool to explain the premium financing process to your clients in a easy-to-follow way!

Many clients need high-value permanent life insurance, but don’t want to tie up cash flow. Premium financing may be an excellent option for these types of clients. While it requires both medical and financial underwriting, it provides more flexibility and other potential advantages. It also opens up opportunities to increase your IUL sales!

Download this infographic to use as a tool to better explain premium financing options to your clients. You can use it to show them:

  • The step-by-step process and requirements,
  • Info on 3 ways to repay a premium financing loan, and
  • 5 reasons why financing life insurance premiums could be the right option for them.

Make sure you have this useful tool on hand so you can answer all your clients’ questions and grow your business!

Offered Free by: Universal Financial Consultants
See All Resources from: Universal Financial Consultants


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