by Michael Isom | Dec 5, 2019 | Making Changes
Although some insurance companies allow you to make this change online. We have found that it is simpler for clients to call or email our office. We will do all of the legwork for you and send you the exact paperwork required to make the change. Once the form is...
by Michael Isom | Dec 5, 2019 | Making Changes
This is considered a collateral assignment. We will assist you in getting the proper forms filled out. When you have signed the forms we will make sure they get to the right department at the insurance company. Once processed, it is mailed to the bank for their...
by Michael Isom | Dec 5, 2019 | Utilization
Paying back a policy loan is done at your discretion and time-line. Whether you pay it back in full, want to make sporadic payments when you have extra money, or want to set up an amortization schedule – it is what works best for you and your cash flow. When...
by Michael Isom | Dec 5, 2019 | Utilization
Depending on which company your policy is with and the amount of loan you want to take, we may be able to request the loan on your behalf, bypassing any paperwork to complete. The easiest way to request a loan would be to contact our office so we can either request...
by Michael Isom | Dec 5, 2019 | Utilization
Depending on which company your policy is with and the amount of loan you want to take, we may be able to request the loan on your behalf, bypassing any paperwork to complete. The easiest way to request a loan would be to contact our office so we can either request...
