Out and About, Lion Street Trusted Advisor Conference June 2019
Michael hosted Joe Coconate, VP Northern Trust and Stu Morris, Principal of the Morris Law Group in Las Vegas at Lion Street’s Trusted Advisor Conference. As usual the meeting turned out to be very informative and loads of fun.
Mini PFA - May 2019
Back in May, Verite and Lion Street had the privilege of Symetra sponsoring a mini PFA. The event was held at the Sun Trust Park in Atlanta. Following a presentation from Michael Seltzer on premium finance, Matt Levesque of Symetra spoke about the benefits of financing the Symetrica IUL product. After the presentations were completed the group adjourned to a private suite to enjoy cocktails, dinner and a great Atlanta Brave’s baseball game. Representing Lion Street were David Herrick, Brian Bonafant and Chris Dunham. Thank you to Symetra for putting a great day together.
Forum 400 Webinar - Discussing Using Premium Finance To Fund Lirp's (GATED)
Michael recently recorded a national webinar discussing using premium finance to fund LIRP’s. This was done for the Forum 400 Webinar Series and is now available in the Forum 400 on-line library.
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
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.
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).
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.
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.
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.
Michael provided insights on what to ask your financial advisor (#6) in this Forbes Expert Panel Q&A.