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.
Miami Art Deco Weekend
Michael and Iris took a stroll through Miami's famous Art Deco weekend, a culture-themed festival focused around architecture, art, music, and food. He made a few feathery friends along the way too!
Presenting to Texas Tech University
Michael and Nick were online guest presenters on Premium Finance for undergraduate and graduate students for an Insurance and Risk Management class geared towards students in the Financial Services field.
Ten Reasons All Premium Finance Firms Are Not The Same
Premium financing, to many advisors, is a relatively easy advanced market concept to understand: Using leverage, clients are able to buy the amount of life insurance they need, not just the amount they can afford.
Premium Financing For Life Insurance: The Who, What And Why
We are honored to announce that Michael has been named to the Forbes Finance Council, and we invite you to check out his recent article published through Forbes online.
Inaugural Premium Finance Academy
Vérité Group, LLC recently hosted the inaugural Premium Finance Academy for an exclusive and elite group of producers looking to further their knowledge in the world of premium finance. The Academy was led by Michael Seltzer, a Lion Street owner and founder of Vérité Group, LLC, and Nicholas Bowman, Relationship Manager of Vérité Group, LLC. Their firm specializes in bespoke premium finance designs to satisfy the needs of high to ultra-high...
High-Net-Worth Planning During Potential Tax Reform
Following the recent election results, many high-net-worth clients and advisors are curious about how to best structure their financial plans and products to fit the potential future tax landscape. History has shown that tax laws will continue to change, requiring a thoughtful approach to incorporate flexibility and exit strategies into the planning solutions implemented. Top financial, legal and tax advisors will all agree that clients are best served to not...