Life Insurance Premium Financing

Lunch & Learn Presentation at Banyan or Dial (305) 695-8052

This information is provided for educational purposes only. This presentation neither provides nor implies any tax advice.

Date: Friday, June 6, 2008

Time: 12pm - 1pm

I. NEWLY-Revised Premium Financing Guidelines for Insurance Carriers

II. PowerPoint Presentation Approved For Continuing Education Credits For CPA’s

Table of Contents

“Traditional” Commercial Funding

-Third-Party Funding

-Banks, etc.

“Non-Traditional” Funding

-Private Funding

-“Non-conventional” Funding