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Premium financing so simple yet so misunderstood. For high net worth individuals obtaining a level of life insurance, premium financing can be an extremely valuable financial tool. When properly understood, its purpose and benefits are simple and clear. Yet even though it’s been a financial instrument for a long time, some industry professionals still find premium finance a mystery. Others misunderstand it altogether. As a consequence, many high net worth clients miss out.

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I have seen every possible lead proposition and they all are almost the same, might as well cold call. I really love the sales organizations that offer you free leads and then their famous training system is always included. You know the one I am talking about, the YOYO system

YOYO, You’re on Your own!

I have been there and I know what it is to suffer through not having enough leads. I have found that many of the leads generated are done so under “semi fraudulent” marketing schemes. The lead provider will ride on the coat tails of a nationally known group who is offering an important piece of information. The return envelope usually is to a Washington DC drop box who then forwards it on to the user.

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