Premium Financing

Tax Efficient Solutions and the Premium Finance Market

Tax Efficient Solutions and the Premium Finance Market In order to sell premium finance and engage this market in an efficient and effective way, it is vital to have procedures, process and protocols. In our discussions about life insurance, we have found the most common complaints from producers are that they do not understand the […]

Tax Efficient Solutions and the Premium Finance Market Read More »

Some Americans Are Being Turned Away Trying to Buy Life Insurance

Due to economic pressure, “Some Americans Are Being Turned Away Trying to Buy Life Insurance”. At Tax Efficient Solutions we help guide your clients through the underwriting process and quagmire of carrier new rules and limitations that are coming out faster then people can process. Premium financing is a technique that utilizes a loan from an independent

Some Americans Are Being Turned Away Trying to Buy Life Insurance Read More »

Foreign Currency Lending Solution Using The Swiss Franc

Foreign Currency Lending Solution using the Swiss Franc Utilizing Cross Currency Swap Currency Swaps can help mitigate the risk of unwanted interest rate fluctuations while further reducing interest expense. In addition to US Dollar LIBOR based loans, Tax Efficient Solutions has access to use Swiss Franc LIBOR rates. If a client wants to take full advantage

Foreign Currency Lending Solution Using The Swiss Franc Read More »

Facebook
LinkedIn