Featured Strategy Sessions: A Smarter Premium Finance Approach
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Don’t miss our live virtual sessions on March 19 and March 25! Learn how to use premium finance more effectively for tax-free income.
How are you helping high earners pursue tax-free income when traditional strategies fall short?
This March, The Stream Plan is hosting two exclusive live strategy sessions designed to help advisors confidently introduce a no-collateral premium finance approach, without locking up client liquidity or adding unnecessary complexity.
Led by Richard DeSantis, CEPA and Director of Internal Sales at The Stream Plan, these sessions break down how Stream modernizes premium finance and makes leveraged life insurance more accessible for today’s high earners.
What Advisors Will Learn
In these live sessions, you’ll discover:
- How Stream simplifies traditional premium finance strategies
- Why Stream requires no collateral—ever
- How leverage can help clients build meaningful pools of tax-free income
- Ways to enhance death benefit for clients with estate planning needs
- How the strategy fits HENRYs, medical professionals, athletes, and other high-income clients
You’ll also see:
- Real-world client case studies
- A live look inside the Stream agent portal and process
- Open Q&A focused on implementation and advisor positioning
👉 Registration is now open.
Thursday, March 19 | 1:00 PM - 1:45 PM
Anyone can view and join - Register here!
Wednesday, March 25 | 10:00 AM PT
Session for Watermark Life Advisors - Register here!
