Welcome to Your Step-By-Step Course About Premium Funding

This informational continuing education course is designed by experts in the field, specifically for CPAs, and teaches a specialized strategy to better serve ultra high net worth clients.

  • Learn how to use leverage to pay for life insurance with no cash outlay

  • Learn how to use premium funding for estate planning

  • Learn how to use this strategy to make you client's lives easier

Premium Funding Curriculum

  • 01

    Welcome to Premium Funding

    • Welcome to Premium Funding

    • About Farrel Liger
  • 02

    Learning Objectives

    • Premium Funding - Learning Objectives

    • Learning Objectives
  • 03

    What is Premium Finance?

    • Intro to Premium Finance

    • Loan in Premium Finance

    • Loan

    • Loan Review

    • Trust in Premium Finance

    • Trust Review

    • Life Insurance in Premium Finance

    • Life Insurance

    • Life Insurance Review

    • Premium Finance Summary

    • What is premium finance

    • Trust Premium Finance

    • Life Insurance Premium Finance
  • 04

    How Does Life Look Without It?

    • Intro to How Does Life Look With And Without It?

    • Real Life Applications

    • Premium Finance Case Studies

    • Case Study Review

    • Taxes in Premium Finance

    • Taxes Premium Finance

    • Taxes Review

    • How Does Life Look With And Without It Summary

    • Premium Finance Case Study

    • Taxes Premium Finance
  • 05

    What Are the Two Types of Premium Finance?

    • Intro What Are the Two Types of Premium Finance?

    • Tradition Premium Finance

    • Traditional Premium Finance

    • Traditional Premium Finance Review

    • Traditional Premium Finance

    • Premium Funding in Premium Finance

    • Premium Funding Premium Finance

    • Premium Funding Premium Finance Review

    • Premium Funding Premium Finance

    • What Are the Two Types of Premium Finance Summary
  • 06

    Traditional Premium Finance

    • Traditional Premium Finance

    • Traditional Premium Finance

    • Traditional Premium Finance Review

    • Traditional Premium Finance Summary

    • Traditional Premium Finance Detailed
  • 07

    Premium Funding

    • Premium Funding Intro

    • Premium Funding Overview

    • Premium Funding Review

    • Premium Funding Overview

    • Premium Funding S&P

    • Premium Funding S&P

    • Advantages Disadvantages Premium Funding

    • Advantages Disadvantages Premium Funding

    • Premium Funding Summary
  • 08

    Closing Summary

    • Premium Funding Summary

    • Premium Finance Closing Summary

Instructor(s)

Instructor Bio:

Farrel Liger has been in Finance for over 10 years. Farrel would go on to receive his life health and variable annuity license 2-15 and his mortgage license in 2010. With his previous experience of working at Bank of America in 2007, Farrel would secure a position at JPMorgan Chase Bank as the Vice President of Business Development Manager for their Wealth Management Division. Afterwards, Farrel would go on to work Morgan Stanley where he assisted with managing relationships with clients through financial advisory services such as retirement planning, investment portfolio management, insurance products and mutual funds. Farrel moved to New York City and currently works on Wall Street.

Farrel Liger

CEO

Start Your Premium Funding Journey Today

  • Use Leverage

  • Estate Planning

  • Increase Value for Clients

FAQ

  • Include questions a potential student may have before purchase.

    Address common questions ahead of time to save yourself an email.

  • Include questions a potential student may have before purchase.

    Address common questions ahead of time to save yourself an email.

  • Include questions a potential student may have before purchase.

    Address common questions ahead of time to save yourself an email.