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.
Michael provided insights on what to ask your financial advisor (#6) in this Forbes Expert Panel Q&A.
With a great deal of confusion around what the new Tax Reform means to businesses, Forbes Finance Council has put together a collaboration of questions and answers to consider as we move forward into a new realm of tax laws.
Eight Critical Questions To Ask A Financial Professional Before They Manage Your Money
Are you aware of the questions to ask an advisor before writing a check to have them manage your money? Forbes Finance Council assembled a collaborative article featuring Michael S. Seltzer's feedback.
Ten Reasons All Premium Finance Firms Are Not The Same
Premium financing, to many advisors, is a relatively easy advanced market concept to understand: Using leverage, clients are able to buy the amount of life insurance they need, not just the amount they can afford.
Premium Financing For Life Insurance: The Who, What And Why
We are honored to announce that Michael has been named to the Forbes Finance Council, and we invite you to check out his recent article published through Forbes online.
AALU Webinar: Premium Financing Designs for Rising Interest Rates and Potential Tax Reform
Vérité’s Michael Seltzer will be joining AALU this month presenting a special webinar alongside Lion Street’s Michael Fontanini on Premium Financing Designs for Rising Interest Rates and Potential Tax Reform. The two presented together at last year’s Annual Meeting in what was voted as one of the top-ranked workshops. This month’s webinar, taking place on January 31, will focus on:
- Methods for stress testing, mitigating risk, and managing client expectations in the premium financing...