Diving Deeper into Premium Financing
This Possibilities Podcast was recorded prior to the pandemic.
Penn Mutual financial professionals, Julian Movsesian and Michael Rothman, return to the Possibilities Podcast to provide you with more tools and techniques to help you close premium finance cases.
If you haven’t listened to it yet, click here to hear the first part of this premium financing series.
Additional estate planning resources:
- See all of our estate planning concepts to find the right one for your client’s situation
- Find out more about premium financing
- Learn more about Succession Capital Alliance Prospect Analyzer
Guests may not represent the views of PML or its affiliates. This material is not intended to be a recommendation, offer or solicitation of any specific product or strategy. Any products or services mentioned by the unaffiliated guest speaker(s) should not be construed as an endorsement by PML.
This podcast segment is for educational purposes only and should not be considered specific tax, legal, investment or planning advice, which will only be provided to clients on a personalized basis by their Financial Professional. Depending on individual circumstances, the products or strategies discussed may not be appropriate for you or your client’s situation. You should consult a qualified advisor regarding you or your client’s personal financial situation. Product availability, benefits and provisions vary by state.
For financial professional use only.
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