finnegan1217

Premium Financing With Indexed Universal Life: Part I

First understand the opportunity, the product and the loan.

In the last 15 years, premium financing has become a popular strategy for funding large trust-owned life insurance (TOLI) policies. The rise of premium financing plans can be attributed to a number of factors, including high-net-worth clients being comfortable borrowing funds to finance transactions, ongoing favorable borrowing rates and the development of indexed universal life (IUL) policies that reflect the returns of an equity index fund (index fund), typically, the S&P 500.1<

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Attention: We are in the process of better serving you. While we update our system your premium access may be delayed. We thank you for your patience, and should be up and running at full capacity shortly. Please check back with us soon.

 

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TAGS: Insurance
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