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I recently had an email from a customer asking me for the purchase price for the leased equipment.  The customer needed this for the insurance certificate for the leasing company.

 

It's easy, we take the monthly price and divide by the rate factor and we have the purchase price for the equipment.  Thus $300 per month divided by .0201 would equal 14,925.  That would be the amount to send to the customer so that the customer can then send to the leasing company. The equipment would be insured for $14,925. 

 

Well, here's a few questions:

 

  • The payment stream is actually $18,000, should this not be the insured amount and not the sale price?
  • Bumped rates?  What happens when the booking rate of the lease is lower than the selling rate of the lease. In this case the selling rate is .0201.  However, the dealer or direct branch uses .0182 as the true sales rate factor.  Thus the purchase price of the equipment is $16,438, not the $14,925. However, sales people are not privy to the "selling rate" of the lease.  Thus, the sales person is not giving the correct amount to the customer and the customer in turn is does not have the leased equipment fully insured.

I've been doing this for 35 years and I don't know the answers.  I would tend to think that the equipment would be fully insured with the interest payments, right?

 

This is a great talk track, please I'd love to hear everyone's thoughts

 

Art

 

 

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In my opinion, what the dealer was funded is not material. That is between the dealership and the leasing company. If it truly is insurance to cover just the device you either insure for the amount necessary to cover the debt should something happen which would be sum of payments plus the residual value or insurance to cover the replacement cost. However, most office equipment is covered under a blanket policy covering all building contents.

txeagle

 

seems you may have the best answer, just quote them MSRP and we should be safe.  We just went through one of these where the copier was damaged by fire and was covered under the BOP policy.  The insurance company paid the stream of payments plus the residual. 

 

I'm always somewhat concerned when I have to quote a price to the customer and then that customer uses that for the value of the equipment to the leasing company.  If you sell at MSRP and the equipment is leased, then you need to quote the stream of payments?

 

 

Tx,  ty for this this.

 

I don't bundle MA/Supplies.  I just don't want my customer to get jammed in case there is a loss. We've had quite a few losses here in NJ with the storm from a few years ago.

 

I'm just looking for the right thing to do for customers who opt out of the leasing companies insurance.  I'm somewhat skeptical of giving them stream of payments plus residual, may open up a can of worms.

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