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Solutions

Traditional premium finance lending

Related services

  • Generating financing proposals incorporating life insurance company sales illustration and preliminary loan terms
  • Case design and product tailoring
  • Assistance with lending documentation
  • Premium finance file management - initial submission to funding
  • Point of sale assistance if applicable and appropriate
  • Consultation with retail client financial, legal and accounting advisors
  • Field marketing support including concept presentations, seminars, trade shows, and continuing education
  • Joint carrier product and strategy development
  • Post-sale administration and ongoing client assistance


 

 

 

Insurative Risk Solutions, US| info@insurativeus.com | 888.300.0107

The information presented by Insurative and affiliated companies is for the exclusive use of professional financial advisors. It is not approved for promotional purposes and should not be reproduced, distributed to or relied upon by private clients. All information is subject to change and may be altered at anytime.

PRIVACY STATEMENT: Our privacy policies are intended to safeguard our customers’ confidential financial information and other non-public personal information in compliance with applicable federal, state and (Jersey) laws and regulations.  This Privacy Statement and PRIVACY NOTICE are provided to you as a part of our effort to inform you of our principles and practices regarding your confidential information. This Privacy Statement and the PRIVACY NOTICE are Federal Data Protection, Massachusetts Data Security Regulations and Data Protection (Jersey) Law 2005 compliant.  Personal data is processed and protected fairly and lawfully. We collect personal information when you request information about our products and services and or apply for our products and services. We keep and use this personal information to deal with your requests, manage your accounts and offer products and services. We respect the privacy and confidentiality of your information and will not disclose it to third parties without your consent  unless required by law.  You have the right to see information we have about you and have the right to get any information about you corrected. You have the right to limit information sharing and can Opt Out of information sharing by filing out and mailing in the Opt Out form included in our PRIVACY NOTICE. Please review our PRIVACY NOTICE for more details about our Privacy policies.