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.
Vérité Is Excited to Welcome Iris Seltzer to Our Team
As an original founding team member, Iris has rejoined the Vérité team as the office manager. She brings several decades of office management and human resource expertise in multiple industries around the New York City area and has focused her entire career on creating a work environment that not only operates professionally, but is also safe and welcoming. In addition to running daily operations, from administrative support to managing internal relationships, you can find Iris spending time on the beach, playing a game or two of Mahjong, reading a new book or spending time with her four young grandchildren.
Michael and Nick caught up with Mike Pepe at the Lion Street lounge at Heckerling's 52nd Institute on Estate Planning. With so many changes in the recent Tax Reform, there was plenty of information to cover and great trusted advisors to connect with!
Most recently in Forbes: "Premium Finance Risks"
Are you wondering what risks may be up for consideration in doing a Premium Finance Transaction? From personal risks, to loan and collateral risks, to systematic and unsystematic risks, we invite you to read our most recent article posted on Forbes Finance Council here.