1 episode

The Balanced Strategies Podcast featuring Justin Smith, John Reed, and James Christie covers emerging trends and opportunities in the life insurance marketplace. Using our experience and expertise in planning, product, and lending this podcast will not only help keep you in the know, but it can also help you grow your business. Said simply, this podcast brings the life back to life insurance.

BalStrat Pod James Christie

    • Business

The Balanced Strategies Podcast featuring Justin Smith, John Reed, and James Christie covers emerging trends and opportunities in the life insurance marketplace. Using our experience and expertise in planning, product, and lending this podcast will not only help keep you in the know, but it can also help you grow your business. Said simply, this podcast brings the life back to life insurance.

    Episode 1: Refi Premium Finance – Now’s The Time

    Episode 1: Refi Premium Finance – Now’s The Time

    The team discusses the current economic environment, specifically how it relates to the life insurance marketplace and dissects the threats and opportunities. For this first installment, refinancing existing premium financing structures is discussed. The current low interest rate environment is presenting significant opportunities for those with existing premium finance arrangements to lower their rate and decrease the interest rate cost. Take a listen to hear about how a the team assisted client's on a couple of existing cases, now is clearly the time to consider refinancing an existing premium finance design.

    • 33 min

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