RRA Educational Resources/Podcast/Premium Finance: A Leveraging Method for Life Insurance

Summary

Strategically optimizing products and policies to work for you, not against you, in retirement is an important step in planning. Having been around for 30 years, premium finance is a method to optimize your life insurance policy, using leverage to create a higher policy value. This week Dave Hall analyzes the benefits and qualifications of premium finance with Tim Kelly and Joe Sgori, partners of Strategic Alliance Wealth Group.

Transcript

Transcript Pending

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Investment advisory services are offered through AlphaStar Capital Management, LLC, a SEC Registered investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about AlphaStar Capital Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.

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CONTACT US

Main Office: 5350 Poplar Ave., Suite 880, Memphis, TN 38145

Administrative/Registered Office: ​1309 Coffeen Ave., Suite 3851, Sheridan, WY 82801

Email: support@retirementriskadvisors.com

Toll free: 1 (855) 491-0400
​​Text us at: 1 (307) 264-2902

RETIREMENT PLANNING

Investment advisory services are offered through AlphaStar Capital Management, LLC, a SEC Registered investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about AlphaStar Capital Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.

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© COPYRIGHT 2025 RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.