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.
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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