Episode #245: Two "Different" Ways Premium Finance Can Amplify Your Wealth


 

Buying a home seems like a financially simple process: put a down payment and mortgage the rest of the balance. But what if the asset class were to change, for example, to a life insurance policy? In fact, the same rules can apply to help finance the contract, allowing individuals to leverage their available assets elsewhere.

In this episode of Money Script Monday, Kyle breaks down two different scenarios where premium finance can be utilized to maximize retirement income or preserve wealth and legacy.

Resources Provided for This Episode


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About Kyle Tomko

Kyle Tomko is a Senior Field Support Representative at Simplicity Group. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.