Premium finance
- Clients
- Financial professionals
- Sales support
Premium finance submission guide
Everything you need for your premium finance cases – from identifying clients and placing Lincoln policies with success.
Premium finance underwriting guidelines
Guidelines for most premium financing arrangements made with traditional commercial banks and their affiliates.
Client profiles for premium financed business cases
See a few examples of businesses that may be ideal candidates for premium financing.
Premium finance conversation starter
See how to approach clients about life insurance premium financing.
Need advice on how to submit a case formally, submit as a trial or submit using eTicket?
Hear from Premium Finance consultant Till Ruggiero.
Minimize the use of outside collateral in Premium Finance cases.
Hear from Premium Finance consultant Michelle Sollosi.
For financial professional use only. Not for use with the public
Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.