PREMIUM FINANCE

LIFE INSURANCE

Help your affluent clients increase their internal rate of return while securing the insurance they need with premium financing!

What is premium financing?
Good question! Premium Financing is a policy-funding strategy that will appeal to affluent clients who want life insurance, but who would prefer not to liquidate their assets.

Plus, it may prove highly lucrative for you when you sell premium finance!

Why Trinity Retirement Solutions? Trinity Retirement Solutions is uniquely positioned as an experienced brokerage working with only the most trusted carriers and lenders in the market.

These powerful relationships mean that we can find the best solutions for your clients needs. Additionally, our point of sale experts are here with capital and sales support to make the process as smooth as possible for you and your client.

Useful applications for Premium Financing include:

  • Estate Planning

  • Retirement Planning

  • Charitable Giving

  • Strategic Business Planning

  • Private Pension Funding

Learn more about premium finance in this valuable article or call us to talk to a Premium Financing Specialist today!

CONTACT US FOR YOUR NO COST INFORMATION

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Trinity Retirement Solutions

20860 N Tatum Blvd, Phoenix, Arizona 85050, United States

(800) 254-0812

info@txretirementsolutions.com

Hours

Mon - 09:00 am – 05:00 pm

Tue - 09:00 am – 05:00 pm

Wed - 09:00 am – 05:00 pm

Thu - 09:00 am – 05:00 pm

Fri - 09:00 am – 05:00 pm

Sat - By Appointment

Sun - By Appointment

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