Wednesday, April 8, 2026
12:00 pm ET | 11:00 am CT | 9:00 am PT
Premium financing can be an effective strategy for positioning larger life insurance cases and supporting advanced planning for affluent clients. Join Polina Engel, Director, Advanced Markets, North American, and Michael Rothman, Chief Distribution Officer, Succession Capital Alliance, for a practical, real-world overview of premium finance and key design considerations. They’ll also share insights on today’s lending environment to help set clear, realistic expectations.
They will explore ideal client profiles, best practices for structuring and managing cases, and share real-world examples that highlight design flexibility. Learn how North American’s product strength, underwriting expertise, and advanced markets support can help you confidently implement premium finance strategies.