Build Large, Tax-Free Income Pools Using Other People’s Money

Register for the Stream webinar dated January 14, 2026 at 2:00 pm Central.

The Stream Plan is an innovative premium finance strategy that helps clients accumulate large pools of tax-free income using other people’s money — while eliminating many of the traditional pain points often associated with premium finance.

During this session, we’ll cover:

• Origin of Stream Plan: How and why this strategy was developed
• Core Strategy + How It Works: A clear breakdown of the mechanics and advantages
• Key Benefits: What makes this approach different for clients and agents
• Sales Verticals: Ideal client profiles and markets where this strategy shines
• Case Studies: Real-world examples and outcomes
• Portal Demo: A look at agent portal functionality
• Q&A: Bring your questions — we’ll answer them live

Whether you’re new to premium finance or looking to expand your toolkit, this session will provide actionable insights to help you grow your practice.