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February 2020 Premium Finance Academy

February 19, 2020
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.

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