The Best Way to Prospect for Clients Who Would Benefit from Small Case Premium Financing

Introducing the Peak Prosperity I.R.A.; one of the most innovative financial approaches ever developed.

This unique program allows high income professionals to plan for retirement, while strategically protecting heirs and assets.

In addition to the personal benefits, the I.R.A. has one-of-a kind features to protect your group or practice.

During the webinar you will learn:

  • How to offer premium financing to individuals with net worth substantially below $5 million.
  • How to offer groups of executives premium financed contracts as part of their incentive based, non-qualified compensation plans.
  • What requirements you will have with this new small case platform.
  • How small case premium financing differs from the traditional market.
  • The best way to prospect for clients who would benefit from the small case program.
  • Up to the minute updates on which carriers and lenders will be participating in this new program.

Don’t miss out on this game changing opportunity!

Date & Time: Wednesday, May 30th at 2:00 ET 

Register Now!

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Face-to-Face Appointments


Peak Prosperity Marketing Group