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Our Services
Our team at PFLI, LLC is passionately focused on delivering transparent and cost-effective life insurance premium financing solutions for high net worth clients. Unlike traditional premium financing aggregators, we are driven by the belief in empowering advisors to maintain control of their planning process and preferred insurance solutions while leveraging our expertise to navigate the intricate world of lending. Our approach includes providing a crystal-clear overview of available lending options and expert guidance throughout the loan underwriting process to optimize solutions for clients. Say goodbye to paying high commission splits you don't need. Experience a new level of transparency, efficiency, and expertise in premium financing by contacting us today.
Advisors
Find value in our approach as they are typically forced to pay high commission splits and are often presented with unreasonable performance models by other aggregators. With our model, advisors can rest assured they are not being taken advantage of and have the flexibility to choose the best option for their clients.
Distributors
Combine their experience and expertise in concierge underwriting, case design, marketing, and practice management while benefiting from our expertise in lending options while keeping all distribution credit in-house. Our approach increases the likelihood of successful case closures and helps agents better serve their clients.
Lenders
Appreciate our organized and transparent approach, which includes pre-screening files and presenting a clear understanding of the collateral requirements and overall structure of the transaction. Every deal is unique, but we work through each factor to create clarity for all parties before the file hits the lender's desk.
Carriers
Value our experience and understanding of their premium financing guidelines and our commitment to ensuring that deals are fully documented. Our models project collateral ranging from guaranteed performance to current illustrated values, providing a range of outcomes and certainty for our clients.
At our core, we believe in transparency, efficiency, and expertise in premium financing. Contact us today to experience a better way.
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