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Saturday, August 4 • 12:00pm - 1:15pm
Lunch & Learn with Sponsors - Premium Financed Life Insurance: The Basics

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Grab your lunch and head to one of two concurrent sessions hosted by Sponsors.

This session by Oak Insurance Group is titled "Premium Financed Life Insurance: The Basics".

Premium Financed Life Insurance is a program that many financial planners have vaguely heard of, perhaps even taken a look at, but traditionally don't know much about.  In our talk, we will take you through a brief history of premium finance and discuss different products and innovations introduced over the last 30 years, bringing you up to the present.  In addition, we will discuss the mechanics of premium finance, the potential pitfalls and opportunities.  Last, we will present a sample case study and walk you through an illustration and cash flow model, explaining in depth its provisions.  The goal of our one-hour talk, is to provide the attendees with an understanding of the mechanics of a premium finance transaction, how to properly structure a transaction, and where it might be an appropriate fit in a holistic approach to your high net worth client’s financial plan.

avatar for Beau Gayner

Beau Gayner

Managing Director, Oak Insurance Group
Beau began his career with PaineWebber in 1990, focused on institutional equity block trading, 144 sales, and equity research. After 13 years in the securities business, in 2003 Beau formed The Gayner Group, an insurance general agency to the institutional marketplace. The Gayner... Read More →
avatar for Wick Rudd

Wick Rudd

Senior Vice President, Oak Insurance Group
Wick Rudd began his career in finance in 1986 as a broker trainee for Prudential-Bache Securities in Providence, RI.  In 1993 he opened and ran an office for what was now called Prudential Securities, consistently ranked as one of the top offices in the country.  In 2000 Wick left... Read More →

Saturday August 4, 2018 12:00pm - 1:15pm
Interlocken B
  • CE Hours Available: 1.5 NAPFA, 1.5 CPE, 1.5 CFP® Certification

Attendees (8)