Tuesday, January 29, 2008

Finance For Life: Meet our Staff

Finance For Life prides itself on personal service for it's clients. In an attempt to bring this personal service even closer to our clients, we would like to share their employee profiles. Our first introduction is Ronnie Katz, President of Finance For Life.


Ronnie Katz, President of Finance For Life

Mr. Katz began his career in public accounting. He spent 24 years as a partner in the CPA Firm, Katz & Co., CPA’s and has experience in the following areas of tax, accounting, auditing and business and personal advisory service. He is a licensed life insurance agent and has decades of experience counseling agents and clients in the affluent senior market. His years as a personal producer and entrepreneur have helped him create customer focused companies that aid and assist consumers with a maximum of efficiency and profitability. He is a member of the American Institute of Certified Public Accountants, The Tennessee Society of Certified Public Accountants, the Memphis Estate Planning Council, The National Ethics Bureau, and serves on the boards of several charitable institutions. He is the President and Founder of Finance For Life, a broker of specialty premium finance loans.


The staff and representatives of Finance For Life are comprised of a group of professionals with decades of experience in premium financing. Our representatives are well trained and qualified to provide you with exceptional service and to answer all of your questions. The dedicated staff at Finance For Life is committed to working hard for you and your clients. We look forward to the opportunity to work with you in the near future.

For more information please contact Mr. Katz direct:

Phone: 877.763.0098 or
Email: info@financeforlife.com

Wednesday, January 23, 2008

Finance For Life: Answers To Your Premium Financing Questions

Q: Why would I want to have my premiums financed?

A: One should consider premium financing for the following reasons:
  • It will allow you to obtain a significant amount of life insurance with little or no out of pocket expenses
  • It will allow you to hold on to your investments and help avoid liquidating them to pay the premiums
  • It can help you avoid expensive estate tax and leave more money to your family

Q: Can anyone qualify for premium financing?

Premium financing is not for everyone. Those who qualify must pass specific guidelines including: age, health, and financial restrictions.

About Finance For Life

Founded in 2004 by Ronnie Katz, CPA, Finance For Life was created to eliminate confusion and red tape regarding premium financing, with a special emphasis on customer service. FFL has created a place where customers can take care of their insurance financing under one roof with confidence and peace of mind. Clients and their advisers need partners to help them handle the structured financing aspects of their life insurance planning cases. Finance For Life steps in to find the lowest risk financing for life coverage.More more information please contact us:

877-588-5558Email: info@financeforlife.com

Tuesday, January 22, 2008

New Premium Financing Plans From FFL

Finance For Life Will Soon Announce New, Innovative Life Insurance Premium Financing Plan

Memphis, TN January 22, 2008 – Finance For Life, a leader in the premium financing industry will soon announce its latest program.
Stay tuned for upcoming news releases and updates or visit our web site at www.financeforlife.com in the next few weeks.

About Finance For Life

Founded in 2004 by Ronnie Katz, CPA, Finance For Life was created to eliminate confusion and red tape regarding premium financing, with a special emphasis on customer service. FFL has created a place where customers can take care of their insurance financing under one roof with confidence and peace of mind. Clients and their advisers need partners to help them handle the structured financing aspects of their life insurance planning cases. Finance For Life steps in to find the lowest risk financing for life coverage.

More more information please contact us:
Phone: 877-588-5558
Email: info@financeforlife.com

Thursday, January 17, 2008

Finance For Life Answers Your Questions

Finance For Life: Leader In Life Insurance Premuim Financing Answers Your Questions

I am a senior (72 years old) and in need of premium financing. Please tell me what Finance For Life Provides?

Finance For Life Provides the following for qualifying seniors:
  • Complete case flow management
  • Assistance in educating you and your clients
  • Ordering of all necessary secondary actuarial assessments
  • All complex illustration processing done in-house by our analysts
  • Access and case submission to the best and most creative lenders/structured financiers in the industry
  • Case tracking, assignment and analysis; a dedicated case manger is assigned to each agent
  • Weekly status reports and quick processing

How can I qualify?
A qualifying client profile for senior premium financing includes:

  • A client with a sound financial need for coverage
  • An understanding of the benefits of using OPM (other peoples money)
  • A large illiquid asset base
  • An understanding that interest out of pocket and/or collateral will be required
  • An understanding that such requirements will be kept to an absolute minimum, and be leveraged in such a way as to purchase the maximum amount of coverage, often more than could be obtained should the entire premium be paid out of pocket


For more information on Finance For Life or to submit your case online please visit our web site at http://www.financeforlife.com/ or email cases@financeforlife.com