The impact of higher interest rates on life insurance and premium financing

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By Modern Life

March 29, 2024

By Modern Life

Mar 29, 2024

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Summary

Explore how interest rate fluctuations influence life insurance products' performance and viability, from policy pricing to investment returns.

Gain clarity on the shifting landscape of premium financing, from its attractiveness during low-interest rate periods to challenges in securing competitive rates amidst rising rates.

Learn how to assess client suitability for premium financing and develop effective exit strategies tailored to individual financial circumstances and long-term objectives.

In today's financial landscape, understanding the intricate relationship between interest rates and life insurance is essential for both policyholders and financial advisors. Our comprehensive whitepaper dives into the implications of fluctuating interest rates, offering insights from Bobby Samuelson, the executive editor of The Life Policy Review.

All registrants will receive a calendar invitation and link to join the webinar via Zoom. Can't make it live? Register anyway and we'll send you a recording of the presentation the next day.

What you’ll learn

Explore how interest rate fluctuations influence life insurance products' performance and viability, from policy pricing to investment returns.

Gain clarity on the shifting landscape of premium financing, from its attractiveness during low-interest rate periods to challenges in securing competitive rates amidst rising rates.

Learn how to assess client suitability for premium financing and develop effective exit strategies tailored to individual financial circumstances and long-term objectives.

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Life insurance technology and advisory services are provided by Modern Life Group, Inc. (“Modern Life”). Modern Life is a licensed insurance producer in all states where it offers products, and acts as an agent for various insurance companies. License information available here. Modern Life does business as Modern Life Insurance Services in CA. The information on this website is for informational purposes only. Products and specific product features may not be available in all states, and other limitations or restrictions may apply.

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. Modern Life is not affiliated with The Leaders Group, Inc. Check the background of your financial professional or broker/dealer with FINRA BrokerCheck.