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Featured strategy session

Wednesday, March 25 at 10AM PT

Inside Stream: A Smarter Way to Use Premium Finance

How are you helping high earners pursue tax-free income when traditional strategies fall short?

In this session, the Inside Stream team will show you how to introduce a no-collateral premium finance strategy that helps high earners pursue tax-free income without locking up liquidity or adding complexity.

Join Richard DeSantis, CEPA, Director of Internal Sales at Stream, as he breaks down how the strategy works and how to confidently bring it into client conversations.

    • Where Stream came from and how it simplifies traditional premium finance

    • Why Stream never requires collateral, and why that matters to your clients

    • How Stream adds leverage to life insurance designed for income

    • Ways to increase death benefit for clients with estate tax concerns

    • Why this strategy fits HENRYs (high earners, not rich yet), physicians, athletes, and other high earners looking for tax-free income

    • Walk through real client case studies

    • Get a live look inside the agent portal and process

    • Ask questions during an open Q&A focused on real-world implementation