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.