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Premium Finance Resource Kit: Special Financing Programs!
This is my site Written by Matt on March 17, 2010 – 4:02 pm

Premium Financing is Back! New Special Financing Program for IUL Sales

The ING Life Companies are very pleased to announce a special strategic alliance with First Insurance Funding for financing the new ING Indexed Universal Life-Global (ING IUL-Global) product.

Click here for more information on this special financing program.

Premium Finance Fact Finder

To make your premium finance sales easier, this fact finder for agents will help you gather all the information needed to submit a case, including a list of the most common forms of documentation that lenders require. Click here for the fact finder

Premium Finance Using Survivorship UL

This flyer highlights survivorship universal life in a Premium Finance scenario by demonstrating the benefits of using a survivorship policy over two single life contracts. Click here to learn more about premium financing using SUL.

Start Selling SUL: Premium Finance with an Exit Strategy

This flyer highlights survivorship UL in a premium financing scenario using rolling GRATs as an exit strategy. Click here to read more.

Specimen Documents and Sample Case Designs

ILIT Specimen Docs

ILIT Specimen – Single Life

ILIT Specimen – Survivorship Life

Sample Case Designs

Sample A: Client pays interest years 1 – 5, Accrue 6 – 10, Interest from policy years 11+

Sample B: Client accrues interest years 1 – 5, Pays interest 6 – 10, Interest from policy years 11+

Sample C: Client pay interest years 1 – 10, Interest from policy years 11+

Sample D: Client pays initial premium (out-of-pocket or 1035), accrues interest years 2 – 6, interest from policy years 7+

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