OnDemand Webinar
Rescue, Refinance, or Reimagine: Premium Finance & Collateralized Whole Life in a High-Rate Era
This webinar breaks down rescue tactics, refinancing strategies, mid-course corrections, responsible exits, and the design principles for writing sustainable new deals in today’s interest rate environment.
Register NowPremium finance and collateralized whole life insurance deals surged during the low-interest boom between 2017–2022. Now, with rising rates and tighter lending, many clients and advisors are facing hard questions—and hard conversations.
Should we rescue in-force deals? Refinance? Modify? Exit? Or even launch new ones?
Watch Advanced Markets expert Anthony Mento moderate a candid discussion with leading industry minds Justin Smith, Chris Daniels, and Chuck Perrault. The all-star panel breaks down rescue tactics, refinancing strategies, mid-course corrections, responsible exits, and the design principles for writing sustainable new deals in today’s interest rate environment.
Whether you're a financial advisor, life insurance professional, or advanced planning specialist, this webinar will equip you with real-world solutions, tactical insights, and client conversation frameworks.
Now Available OnDemand >>>