menu
close_24px
PLANNING STRATEGY PLAYBOOK

SELF-FINANCED INSURANCE

FOR EXTERNAL USE!

Introduction

If you have high-net worth clients, chances are you’re familiar with premium financing: a client takes out a third-party loan to pay for their policy’s premiums. What you may not be familiar with, however, is how our team sets itself apart.

Benefits of Considering Self-Financed Insurance

Through a combination of unique product design and an emphasis on risk management, Nextpoint Solutions can help your clients pay off the financing loan in half the time it would take in a traditional premium financing strategy. Their team designs flexibility around funding, goals, service, product selection, and even payment flexibility—meaning that they can create a plan that addresses all your client’s goals. 

Client Profile

What makes an ideal client for self-financed insurance? Here are a few qualities to look out for: 

  • High-net worth clients interested in utilizing leverage

 

Conversation Starters
  • There’s a way we can utilize leverage to create both retirement income and a significant legacy plan. Are you interested?  
Presentation
pitch
NextPoint Solutions: a Pinnacle Partner (Advisor)

View now

FOR ADVISOR

pitch
Overview of Leverage Strategies

View now

FOR ADVISOR