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.