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PLANNING STRATEGY PLAYBOOK

RAPID LEVERAGE SEQUENCING

FOR EXTERNAL USE!

Introduction

Are your clients averse to the risks of premium financing, but interested in the leverage it offers? If so, we have a solution. Rapid Leverage Sequencing (RLS) offers the same benefits of traditional premium financing, but with only a fraction of the risk. Think of RLS as an “un”-premium financing strategy.

Benefits of Considering Rapid Leverage Sequencing

Through a combination of unique product design and an emphasis on risk management, RLS allows your clients to pay off the financing loan in as little as five years. This approach minimizes the risk and maximizes the leverage for your clients. With RLS, your clients can weather high interest rate and high inflation market conditions, knowing they have a solution working for them. 

Client Profile

What makes an ideal client for a rapid leverage sequencing? Here are a few qualities to look out for: 

  • Risk-averse clients interested in the benefits of premium financing

 

Conversation Starters
  • There’s a way that you can experience many of the benefits of premium financing, but with only a fraction of the risk.  
  • What if you could pay off the financing loan in as few as five years? 
Presentation
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NextPoint Solutions: a Pinnacle Partner (Advisor)

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FOR ADVISOR

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Overview of Leverage Strategies

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FOR ADVISOR