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Third-party premium financing is a valuable tool that high-net-worth clients can utilize to purchase much needed life insurance while mitigating gift taxes.

However, in a time of rising interest rates, coupled with potential illustrative limitations, these arrangements have become more challenging. 

Join Modern Life's Ryan Mattern and Bill Ventura as they discuss alternatives to traditional financing designs and ways to approach your clients that may have a need for premium financing, including private financing and other estate planning strategies.

Attendees will learn:

About the speakers