Premium-financed life insurance has reemerged in the spotlight, with a growing number of lawsuits, client losses, and broker liability claims drawing national attention. What was once a niche planning tool is now a high-risk area where poor structuring, aggressive sales tactics, and unrealistic assumptions can have serious consequences, for clients and advisors alike.
Quantum Law Group conducted a timely, eye-opening program on December 17, about how to recognize red flags, stay out of trouble, and better protect your clients and your practice.