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Broker Testimonial: How the Funds for Living Program Helps Clients

Here’s a testimonial from a broker who closed a case using our Funds For Living Program for their client.

From Robert Kaiser, President, Kaiser Financial Group, Inc.

As a broker General Agent for over 30 years, I have had several positive experiences working with Fifth Season Financial in finding creative solutions for my client’s needs.  In particular, we recently closed on a case utilizing their Funds for Living Program which provided a much needed (and tax efficient) funds advance for a client who was unable to afford future policy premiums.  FSF not only assumed future premium payments, but also retains a significant policy death benefit for the insured’s family.  Had the policy lapsed, none of this would have been possible.  I look forward to offering their services to all the financial advisors that relay on Kaiser Financial for innovative products that solve problems and general additional income opportunities.

201 Broad Street
Suite 500
Stamford, CT 06901

BBB Accredited Business since 09/05/2006

Legal Notices:
Fifth Season Financial, L.P. (“Fifth Season”) is a licensed consumer lender in certain states. Loans being made or arranged by Fifth Season to California residents are made or arranged pursuant to a California Financing Law license, California lender license #603 E043. Loans being made or arranged by Fifth Season to Texas residents are made or arranged pursuant to a Texas Regulated Lender License, Texas lender license #14000508545-151373. This site is directed at, and made available to, persons in the continental U.S., Alaska and Hawaii only. The Funds for Living Program is not available to residents of all states. Fifth Season’s principal place of business is 201 Broad Street, Suite 500, Stamford, CT 06901, Phone 855.45.FUNDS.

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