Premium Financed and Private Bank Financed Life Insurance - Presentation Transcript
HERE ARE 7
7 COMP
PETITIVE PRODU
UCTS AND
D SALES
S IDEAS T
TO WIN CASES!
TERM
M INSURANCE!
Gettin bigger eve
ng ery day • Depressed stock k market pro
oduces large TTerm sales • Great Return Of
Premium products with choice of Basic or E
Enhanced cas sh surrender value • Non‐‐Smoker rates
s for
alternati
ive tobacco • Unique Term
m Conversion Programs • P Preferred rate
es for most pilots.
BANK
K FINANCING!
Premi ium Financing for clients age 35 to 70 who want t maintain d
g 0 to death benefit for life. Can be
t
used t provide estate liquidity tax‐free ret
to y, tirement inco
ome ‐ or for a business buy‐out. Great for
t
multi‐national sales. A
All with little or no outlay!
PREM
MIUM FINA
ANCING!
We arre the source for approved
d premium financing proggrams. Let us
s help you thr rough the cur
rrent
maze o
of programs aand confusion
n caused by recently‐anno
ounced longer r life expectancy estimatess.
UNIQ
QUE UNDERWRITING
G PROGRAMS!
Guaraanteed Issue up to $2,000
0,000 per life.
. Simplified Issue to $3,00
00,000 per lif
fe. Great for
r law
firms, accounting firms, corporations and meedical groups! !
SPIA’
’s (Single P
Premium Im
mmediate
e Annuities
s)
– The EASIEST sale to fund a life olicy – TWO COMMISSION
e insurance po NS – We Will Show You Ho
ow!
NON
N‐CONVERT
TIBLE TERM
M LIFE SET
TTLEMENTS
S
Help your clients with non‐convertible term life po
s alize on this new program.
olicies capita s
Traditionally such policies were considered worthless. N
e Now they are “new found money.” Le us
e d et
help you
u with your m male clients aage 65 to 80 with policy f
face amount from $500,00 00 to $5,000
0,000
that w
wanted to se
ell their policie
es in the past
t however the
ey could not bbecause the p policy was non‐convertible
e.
DEFE
ERRED SALES TRUST
This is the perfect program de
t esigned to supercharge yyour professiional relation
nships with M M&A
Busineess Brokers, C Commercial and Residential Realtors, E Estate Planninng & Tax Atto orneys, CPA’s and
Tax Accoountants, and d Bankers. Yo ou can help th heir high net worth clients
s defer the ca apital gains taxes
of th sale of pro
he operty or a businesses. M
b More over both you and y earn a significant
your referral source can e
annu residual fo assets placed under m
ual or management in addition t commissio for ancilla sales suc as
to ons ary ch
prem mium financed life insuran
d nce, large fac amount lif insurance funded by th DST, and massive inde
ce fe he exed
defer rred annuities.
Innov
vative F
Funding
g Solutio
ons
Contact Us
C s at Linked
dIn@Privat
teBankFun
nd.com
www.Priva
w ateBankFund.com
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