Michael provided insights on what to ask your financial advisor (#6) in this Forbes Expert Panel Q&A.
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!
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.
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.
In a conference full of industry elites, Michael S. Seltzer took the main stage at Forum 400 to present on Premium Finance in two untapped markets: Life Insurance for Retirement Planning (LIRP) and Premium Financing for the Foreign National Market. Attendees were most receptive of Michael’s closing statements around getting back to the roots of “WHY” insurance professionals enter the industry. In every industry, it is becoming more and more common to focus on the daily grind and not remember the values and principles that allow us to truly create an impact. Here are several photos from Micheal’s presentation at the event.
Vérité & Proformex
At Heckerling's 53rd annual meeting this year, Michael S. Seltzer had the opportunity to catch up with Proformex's Mike Pepe, as this professional development Institute brings out the creme de la creme of members who work together on an estate planning team. We are so thankful to see everyone and for the deep, on-going relationships with top attorneys, CPAs and wealth management professionals who make this Estate Planning Institute a success!
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.
Lion Street's Annual Indaba Meeting
Last week, Michael attended Lion Street's annual Indaba meeting, a concept stemming from the South African roots that refers to a 'community, or gathering within a community to discuss business matters.' This meeting was full of fellow Lion Street owners, relevant industry updates, and value-adding presenters within a group of some of the top producers in the country. Michael is seen presenting here with Glen Blauch of Naples, Florida.
FedEx Cup Playoffs at the Ridgewood Country Club
Last week Michael and Iris were invited to the FedEx Cup Playoffs at the Ridgewood Country Club in Paramus, NJ as guests of Dave Blowers, President of Wealth Management at Northern Trust. This PGA event was full of sunshine, a beautiful course, and an enjoyable time expanding relationships with friends and colleagues, including John Popa of Northern Trust in New York.
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.