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Out and About

February 2020 Premium Finance Academy

Last week we held a Premium Finance Academy in both Dallas and Houston. Both events were attended by advisors, COI’S, several Lion Street owners and prospective owners.

Thank you to Lion Street’s Brian Bonifant, Sales VP; Walker Person, VP Business Development; Karla Kirk, Firm Selection; and Nick Bowman, Advanced Sales Case Design, for their continuous support. Thank you to our keynote speaker, Laura McGinty, Senior VP of PinnacleCare Private Health Advisory.

Pinnacle is a personalized membership based resource for coordinating all of your healthcare when faced with a serious or complex medical diagnosis. A special thank you to Symetra, especially Jeff Wright, RVP Southwest Life Sales and Brian Keefe, Internal Wholesaler, for sponsoring the two events as well as hosting cocktails and dinner.

Out and About - PFA 10/22/2019

Verite’s Premium Finance Academy (aka PFA) was held last Tuesday 10/22/19 at the W Hotel Union Square in New York City. This event was well attended by advisor’s, several Lion Street owners and prospective owners. Thank you to Dan Murphy and Karla Kirk of Lion Street for helping make the event a success. Our Keynote Speaker, Jay Judas, CEO of Life Insurance Strategies Group, ended the day with an impactful presentation explaining various ways to utilize his new company to move cases forward as well as explaining various joint marketing strategies that are available. A special thank you to Symetra’s Steven Patrizio, Symetra RVP, Mid-Atlantic Region, Paul Pistilli, Division Sales Manager and Greg Rohtstein, Director, Competition & Product Management for sponsoring this event which ended with fabulous cocktails & dinner.

Out and About - The Rose Tattoo

Congrats to Ella Rubin, daughter of good friend and Lion Street owner Ron Rubin, for her Broadway debut in The Rose Tattoo. A great time was spent with Dan & April Murphy of Lion Street, and John & Jennifer Asfar of Penn Mutual. A special thanks to Leiko Coyle for being such a great host!

Out and About - Indaba 2019

Last month, Michael attended Lion Street's annual Indaba meeting. This meeting was full of fellow Lion Street owners, relevant industry updates, and value-adding presenters within a group of some of the top producers in the country. Michael is seen presenting here with good friend and associate, Richard Baer, of Legacy Capital Group California.

Out and About, Lion Street Trusted Advisor Conference June 2019

Michael hosted Joe Coconate, VP Northern Trust and Stu Morris, Principal of the Morris Law Group in Las Vegas at Lion Street’s Trusted Advisor Conference. As usual the meeting turned out to be very informative and loads of fun.

Mini PFA - May 2019

September 18, 2019
Mini PFA - May 2019

Back in May, Verite and Lion Street had the privilege of Symetra sponsoring a mini PFA. The event was held at the Sun Trust Park in Atlanta. Following a presentation from Michael Seltzer on premium finance, Matt Levesque of Symetra spoke about the benefits of financing the Symetrica IUL product. After the presentations were completed the group adjourned to a private suite to enjoy cocktails, dinner and a great Atlanta Brave’s baseball game. Representing Lion Street were David Herrick, Brian Bonafant and Chris Dunham. Thank you to Symetra for putting a great day together.

Out and About, August 2019

A get together for dinner and drinks with fellow Lion Street owners Drew and Catherine Adams of Addicus who were visiting Miami Beach from Tupelo, MS

Out and About, August 2019

Michael and Iris spent a really fun evening out in South Beach, hosted by Mark Storms, VP of Wintrust and Patrick Cotter, Regional VP of Pacific Life and their respective wives.

Out & About: 2019 Leaders Conference in Amsterdam

Pacific Life’s, Patrick Cotter, Regional Vice President, hosted an amazing evening at Wolf Atelier Restaurant ( Michelin rated) during the 2019 Leaders Conference in Amsterdam. In attendance: Left to right: Howard & Judy Aberman, Hosts Patrick & Jackie Cotter, Michael & Iris Seltzer, Glen & Sandra Blauch.

Out and About, April 2019

Michael was invited to speak on the current state of the market for premium finance at the Crump 2019 Affluent Markets Spring Symposium in NYC April 10.

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