Premium Financing Isn't Just For Coastal Elites
Although coastal elites may be the major-league players in the credit-funded world, there is still a thriving opportunity for any business who understands and uses financing to transact. We recently teamed up with Dave and Matt Halvorson of Halvorson Company in Fargo, North Dakota, and found that while many local, privately held businesses in the Midwest not only operate using leverage, quite often to make large purchases, they don't always insure the individuals who help make the businesses run. With an understanding of the ebb and flow of financing to transact, locally owned business owners may be more open to the concept of leverage and arbitrage to enhance life insurance planning options.
Forbes Finance Council selected 12 members to provide insight on how to avoid costly mistakes which could affect how your money is managed and grown over time. Michael Seltzer explains the importance of coordinated goals and focusing on net returns when looking at overall wealth - both now, and for the future.
Every business owner should make financial literacy a part of their continuing education. Forbes Finance Council has organized an article featuring Michael's response to how business owners can enhance their knowledge and understanding of their finances and communicate transparently with a solid advisory team.
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!
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.
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.
Los Angeles Northern Trust Tour
Northern Trust hosted several Lunch & Learn events and cordially invited Michael and Nick to present to their most well-regarded attorneys, bankers and CPAs in Los Angeles, where they discussed how premium financed life insurance can be utilized for domestic and international high net worth clients.
Cocktails, Cuisine and a Conversation about Premium Finance
Last week, Vérité teamed up with Peter Culver of IWM Advisors to host Cocktails, Cuisine and a Conversation about Premium Finance. We were honored to meet several of New York's centers of influence during the dinner at Maialino Restaurant in New York City's Gramercy Park Hotel, and we hope everyone enjoyed the evening.
Business Planning in Action
On December 15th, we hosted a private event with a group of local southern Florida advisors to develop out an individualized Business Plan. The event was led by renowned business coach Norm Trainor of the Covenant Group and sponsored by Pacific Life. Each advisor was able to spend the day with guidance to figure out how they can achieve their business goals for 2018 and beyond.