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Leveraging Premium Finance in Today’s Economic Climate

Wed, May 21

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The Chicago Club

Join Patrice Lewis of Wintrust and Jacob Hartz of NFP Insurance Solutions for an intimate breakfast discussion on how premium finance fits into today’s wealth transfer strategies—especially in a high-interest-rate environment.

Leveraging Premium Finance in Today’s Economic Climate
Leveraging Premium Finance in Today’s Economic Climate

Time & Location

May 21, 2025, 8:00 AM – 9:30 AM

The Chicago Club, 81 E Van Buren St, Chicago, IL 60605, USA

About the Event

Join us for an intimate breakfast discussion at The Chicago Club on the evolving role of life insurance premium finance in high-net-worth planning. As interest rates continue to impact wealth transfer strategies, understanding when and how to incorporate premium finance into your client conversations is more important than ever.


This session will explore how to navigate the current rate environment, evaluate risks and benefits, and evaluate wealth transfer solutions that align with your clients’ long-term goals. Whether you're actively using premium finance or simply want to sharpen your perspective, this event will provide practical insights and peer dialogue in an exclusive setting.

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Insurance services provided by SBSI, Inc.

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Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). NFP Insurance Solutions is a marketing name and platform used by affiliated and nonaffiliated companies, including but not limited to SBSI, Inc., using the services of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp.  PartnersFinancial is a division of NFPISI. Kestra IS and Kestra AS are not affiliated with SBSI, Inc. or NFP Corp. Kestra IS, Kestra AS, and NFP Corp. and its subsidiaries do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms. Not all professionals listed on this site are licensed to offer securities or Investment Advisory Services. Investor Disclosures 

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This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. 

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