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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

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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.

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Case Study - Mr. Attorney

Mr. Attorney is a sole practitioner. He is age 53, planning on retiring at age 65. He has no partners but several staff. He feels his staff is paid well and rejects the notion of providing them with significant retirement benefits other than a standard 401(k).

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Case Study: Mr. and Mrs. High Income Earners

Male 50 and Female 49 are highly compensated physicians based in a Texas Hospital System. They are interested in exploring the benefits of using cash value life insurance to provide future liquidity in the event of death and primarily as a vehicle for income. Their current net worth is $15M and they have a combined household income of $1.75M/year. As part of the planning, they have agreed to use $300,000 of after tax money, per year, for 5 years.

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How Vérité Differentiates Itself

Nine ways Vérité has set itself apart as the Premium Finance experts and can help you and your clients expand what’s possible.

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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.

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11 Strategic Topics To Cover At Your Next Meeting With Your Financial Advisor

Michael provided insights on what to ask your financial advisor (#6) in this Forbes Expert Panel Q&A.

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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!

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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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The Power Of A Strong Professional Network In A Premium Finance Transaction

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.

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