Rescue, Refinance, or Reimagine: Premium Finance & Collateralized Whole Life in a High-Rate Era

Premium 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.

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