Episode Synopsis "Premium Financing: From Skepticism to Success"

Brad Ewing, a financial advisor from Baton Rouge, had many reservations about premium financing - and his concerns were well-deserved. But soon after discovering a conservative, secure approach to the controversial strategy, he landed one of the largest cases in his career. Hear his discussion with Jason Borek, Chief Distribution of the Pinnacle Group, as he shares how he moved from skepticism to success.

Listen "Premium Financing: From Skepticism to Success"

More episodes of the podcast The Next Level Advisor

• What's happening in the annuity marketplace?
• The Urgency of Estate Planning: Navigating the 2026 Tax Sunset
• The Future of Life Insurance Policy Reviews
• How Premium Financing can TRANSFORM Financial Planning
• Why it's time to rethink long-term care coverage | Virginia Barausky | Next Level Advisor Podcast
• Cash Balance Plans: The key to tax savings for business owners | The Next Level Podcast
• Why business owners NEED estate planning
• How The Pinnacle Group is disrupting the financial services industry
• The Tax Savings Strategy That Every Business Owner NEEDS to Hear | The Next Level Advisor Podcast
• Where is the Annuity Industry Heading in 2024? Next Level Advisor Podcast feat. Morgan Christiansen
• What advisors need to know about family limited partnerships
• What's on the horizon for business owners in 2024 and beyond?
• Why Estate Planning is a Must-Have Conversation
• Uncovering Retirement Opportunities
• How Staying Social Leads to Success
• Collaboration is key
• A Love Letter to Your Clients
• What's the purpose. . .of finding a purpose?
• Creating a Meaningful Impact
• Virtual Prospecting Done Right
• Adapting to a Virtual World
• Better Branding, Better Business
• Standing out in today's environment
• Premium Financing: From Skepticism to Success
• It's not about what you know, but who you know
• Growing your business through collaboration
• SBA Loans: Critical Next Steps For Business Owners