WP90X – Premium Finance Under the Microscope: Risks, Red Flags and Reality
Thursday, December 10, 2026 at 8:30 am PST
Premium financed life insurance can create meaningful planning opportunities for affluent families seeking to address estate liquidity, wealth transfer, business succession, and legacy planning without liquidating other investments to pay premiums. But the strategy also introduces leverage, lender requirements, collateral demands, and ongoing execution risk. When the potential benefits justify those risks, premium financing can be highly effective. The problem is that assumptions that look attractive on paper may prove costly or unrealistic.
This 60-minute session will provide a concise overview of premium-financed life insurance, emphasize the ideal client profile, and identify the common errors and pitfalls that can occur.
Join us for an exclusive WP90X webinar where we will cover premium finance red flags, including:
- Treating premium finance as a “one size fits all” solution
- Assuming the lowest lender rate is the best option
- Falling for the “no-cost” insurance gimmick
- Failing to properly stress-test the plan
- Neglecting ongoing administration and plan oversight
Meeting Details
What: WP90X – Premium Finance Under the Microscope: Risks, Red Flags and Reality
When: Thursday, December 10, 2026 at 8:30 am PST
Where: Zoom Video Conference
