Article

Our Second Annual Premium Financing Conference was a great success.

 

Our second annual Traditional Premium Financing conference for 2010 is now behind us.  The positive feedback from those who attended has far exceeded expectations....our 2nd event appears to have out shine the first. 

 

The focus of our 2010 agenda was to provide more advanced designs and techniques in both estate and business planning applications that promote the sale of large life insurance policies using CMS.  By design, the majority of the 150 attendees did not attend the 2009 conference. Both new and seasoned advisors who attended were there to learn more about applying leverage in the planning for their high net worth clientele.  This year an “invitation only” approach was utilized to maximize the conference’s effectiveness.  Speakers and topics were hand selected to bring home the point that Traditional Premium Financing is both effective and efficient.

 

Insurance professionals who attended were provided the tools necessary to enhance their practice using traditional premium financing and learned that partnering with us will bring their large cases to the finish line. 

 

To learn more about the benefits of partnering with CMS – Succession Capital Alliance, please review our website and call with questions.