Consider Adding Premium Finance to Your Wealth Plan!

Hosted by PROSPEROUS FINANCIAL GROUP
November 9, 2022
2:00 PM - 3:00 PM ET
Webcast

Insurance premium financing is a powerful, tax-efficient way to utilize credit in your wealth planning process.. Life insurance premium financing lets high net worth individuals buy costly insurance without liquidating assets. Josef will use his experience and knowledge of insurance and banking to help you make the best decision as you navigate adding Premium Finance to your estate plan. Premium Finance has been around for many years. Even though the strategy is time tested and polished, little tips and tricks to consider while contemplating this important decision can have a profound impact on your estate and the estate of your heirs. Please join Josef as he reviews what to consider when adding Premium Finance to your estate plan.

  • What is Premium Finance?
  • How does Premium Finance work?
  • How does the rising interest rate environment impact the cost of insurance and the successful implementation of Premium Finance in an estate plan?
  • Is Premium Finance available to Non US Residents?
  • Is Premium Finance good fit for your estate?

Prosperous Premium Finance Fund

PROSPEROUS FINANCIAL GROUP was founded to serve individuals...

Attachments
  • Premium Finance
    Prosperous Financial Group - PRESENTATION 2022.pdf
    7 MB

Speaker

  • Josef Schiffer

    Title
    Founder & CEO
    @
    Company
    PROSPEROUS FINANCIAL GROUP
    Role
    Speaker

    Originally from Sao Paulo, Brazil. Josef A. Schiffer served in the Israeli Defense Forces before attending the University of Miami and graduating with a BBA in Finance. After graduating, he held a variety of roles while establishing himself in the world of Financial Services. Using this industry experience in tandem with skills cultivated during his time serving in IDF, he later founded and assumed the position of CEO of Prosperous Financial Group. As the CEO, Josef A Schiffer is responsible for running all facets of day-to-day operations as well as leading management to execute long-term initiatives. Josef has a proven executive management track record and leads a team of well-versed employees with backgrounds in several industries bringing over 10 years of experience to the table.


    Languages: Portuguese, Spanish, English, Hebrew

About

PROSPEROUS FINANCIAL GROUP

Founded to serve individuals who wish to solidify their current financial position while also planning for the prosperity of future generations. As a boutique firm catering to domestic and international high net worth clients, our services include investment consulting, estate planning, and business succession solutions. Headquartered in the heart of Miami's financial district, we provide one of the most versatile and beneficial financial products within the industry. With more than 10 years in the industry, we combine our experience with cultivated skills in finance and insurance to best serve our clients. We pride ourselves on our work with partners from the financial industry including highly rated insurance carriers, private banks, hedge funds, and family offices. This synergy allows us to provide our clientele with only the highest level of individually tailored financial services.