Michael S. Seltzer and Michael Fontanini, Advanced Sales and Marketing at Lion Street, will be presenting on the nuances of Premium Finance for today's advisor at the annual AALU meeting April 29 - May 1, 2018. If you attend the conference, don't miss this presentation!
Forbes Finance Council put together a collaborative article for business owners on changes they can make to drive their profits higher. Michael S. Seltzer was featured as the response for number 11, and we invite you to read the article.
Vérité Is Excited to Welcome Iris Seltzer to Our Team
As an original founding team member, Iris has rejoined the Vérité team as the office manager. She brings several decades of office management and human resource expertise in multiple industries around the New York City area and has focused her entire career on creating a work environment that not only operates professionally, but is also safe and welcoming. In addition to running daily operations, from administrative support to managing internal relationships, you can find Iris spending time on the beach, playing a game or two of Mahjong, reading a new book or spending time with her four young grandchildren.
Most recently in Forbes: "Premium Finance Risks"
Are you wondering what risks may be up for consideration in doing a Premium Finance Transaction? From personal risks, to loan and collateral risks, to systematic and unsystematic risks, we invite you to read our most recent article posted on Forbes Finance Council here.
A Brief History Lesson
With the historic election of Donald Trump as the 45th President-elect, there are many questions surrounding his plans on tax reform. You may have read or seen in the financial media these plans may include repealing the estate tax. Regardless of whether these predictions come true, the fact remains that we have seem similar reforms in the past only to see the estate tax resurrect again and again.