Premium Finance Academy is Coming to the Lone Star State
Vérité is proud to announce that we will be bringing the Premium Finance Academy, sponsored by Symetra, to the Lone Star State! We will be in Dallas February 11th, and in Houston on February 13th. We are looking forward to gathering an exclusive and elite group of producers looking to further their knowledge in the world of premium finance.
We are excited to announce the addition of Matt Levesque to the Vérité Team in the role of Vice President, Premium Finance Case Design. Matt brings a unique perspective and valuable experience and knowledge of products and strategies to Vérité from his time with Symmetra, Wells Fargo and SunLife. Welcome Matt!
Learn more about Matt by clicking the link below.
Forbes Finance Council Member Spotlight: Michael Seltzer
Featured in the Executive Spotlight by Forbes Finance Council, Michael shares several thoughts behind the values and principals that have supported the foundation and pillars of success for Verite Group. He also shares several personal details that you may not be aware of (yet)! Read more about Michael's thoughts on truth and transparency, revenue and reputation, saying no to opportunities, and developing a broader business perspective in this most recent feature.
The concept of premium financed life insurance has gained a significant amount of traction over the past several years. With minimal information available to the general public, many clients express interest, and suddenly there is an influx of advisors who rise to the occasion to fulfill this service. In this Forbes article, Michael outlines several key qualities to look for when searching for the right agent, as well as what to expect from the on-going renewal process for both the loan and the policy. With multiple parties involved in this type of transaction, it is important to understand what questions to ask and how to educate yourself in order to stay informed and reduce the chance of going down a path that leads to financial harm.
13 Strategies Financial Firms Can Implement To Keep Clients Happy
"We conduct annual reviews for all implemented transactions. We update every transaction every year. We encourage our clients to always call with any questions or concerns. We remind our clients to always take into consideration the projected long-term result of the transaction and not get hung up on short-term deviations, whether good or bad." - Michael S. Seltzer, Vérité Group, LLC via Forbes Finance Council
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.
Lion Street Owners Convention 2019
A very special time was had by all at the Lion Street Owners Convention held at Baha Mar, Nassau Bahamas, March 31-April 3, 2019. Roar!
Building a network and connecting with people in today's digital age has never been easier. However, transacting in a highly technical field, such as premium finance, requires open communication, trust, and access to the right resources through relationships. In Michael S. Seltzer's most recent Forbes publication, he outlines three key ways to differentiate and connect with the right individuals, business owners and professional advisors to not only enhance your personal network, but also to add value to your client experiences and future successes.
Eight Crucial Questions To Ask When Choosing The Right CPA
Selecting the right CPA can significantly impact the financial health and wellness of your business and personal net wealth. Featured in as a contributor in this recent Forbes article, Michael outlines the necessity of having clear goals and intentions about what you want to accomplish with a CPA in order to maximize the opportunity and point you in the best direction for net growth.
Vérité Welcomes Frank Pragosa
Bringing over 25 years of highly specialized industry experience, we are incredibly pleased to announce that Frank Pragosa will be joining the Vérité team as Director of Case Design. With his most recent role as Premium Finance Resource Center Director with Crump Insurance Services over the past 16 years, Frank comes well equipped with expertise in case design, sales strategy, and execution for premium finance transactions.