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Disciplined Advisor Network
Founded life insurance consulting firm specializing in SFI premium financing and non-financed leveraging techniques.
Founded life insurance consulting firm specializing in SFI premium financing and non-financed leveraging techniques.
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Want to learn more about SFI? Licensed insurance agents can schedule a private webinar or request a case proposal for free at :
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Looking for a quick intro to Financed SFI? This 3 minute video explains exactly how Financed SFI is the only premium financing strategy that allows for an early bank loan exit strategy using modest AG 49 compliant assumptions, freeing the policy of any assignment in just 10 years.
SFI Quick Tour 103
SFI Quick Tour 103
disciplinedadvisor.wistia.com
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Our "Golden Donor Spiral", created from one initial Asset Based SFI transaction, allows charities and foundations to recycle gifts of life insurance premiums every 10 years, resulting in countless future gifts on the subsequent generations of donors. Copyright and Patent Pending by Disciplined Advisor Network. All rights reserved.
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Our "Golden Employee Spiral", created from one initial Private SFI transaction, allows employers to recycle life insurance premiums every 10 years for countless future employees, offering an endless stream of low cost non-qualified benefits. Inquire for details. Copyright and Patent Pending by Disciplined Advisor Network. All rights reserved.
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