Understanding Premium Finance

This Possibilities Podcast was recorded prior to the pandemic.

Penn Mutual financial professional, Julian Movsesian, explains how one client’s situation inspired him to create the life insurance premium financing concept. Julian and business partner Michael Rothman break down the benefits of this concept for clients with large premiums and how it may help create financial flexibility.

Additional estate planning resources:

Guests may not represent the views of PML or its affiliates. This material is not intended to be a recommendation, offer or solicitation of any specific product or strategy. Any products or services mentioned by the unaffiliated guest speaker(s) should not be construed as an endorsement by PML.

This podcast segment is for educational purposes only and should not be considered specific tax, legal, investment or planning advice, which will only be provided to clients on a personalized basis by their Financial Professional. Depending on individual circumstances, the products or strategies discussed may not be appropriate for you or your client’s situation. You should consult a qualified advisor regarding you or your client’s personal financial situation. Product availability, benefits and provisions vary by state.

For financial professional use only. 
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