Mastering Buy-Sell Agreements & Premium Finance Strategies for Prosperity
In this insightful l presentation, we will delve into the significance of Buy-Sell agreements and the strategic use of Premium finance to amplify your financial success. We aim to demystify these crucial concepts, providing attendees with actionable strategies to bolster their financial stability and ensure prosperity for future generations. Our expert speakers, Josef Schiffer and Alegria Benarroch, bring their wealth of experience to the table, offering unique insights and practical advice for high net worth individuals and businesses alike.
- Understanding the Fundamental Role of Buy-Sell Agreements in Financial Planning.
- Utilizing Premium Finance as an Effective Tool for Wealth Management.
- Strategies for Implementing Buy-Sell Agreements to Safeguard Business Succession.
- Practical Steps to Maximize the Benefits of Premium Finance in Funding Strategies.
- Case Studies: Real-world Applications of Buy-Sell Agreements and Premium Finance.
Speakers
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
Alegria Benarroch
- Title
- Business Development @
- Company
- PROSPEROUS FINANCIAL GROUP
- Role
- Speaker
Ms Benarroch joined Prosperous Financial Group as Business Development Manager in April 2021.
She graduated Cum Laude from Marymount Manhattan Collage (New York, USA) in Business Administration (1982), after serving a number of positions at national and international financial institutions, she completed her academic training with a Master of International Business Administration (MIBA) at Nova Southeastern University (Miami, USA) (1998).
Ms Benarroch has more the 30 years of experience in the financial services sector having worked as a top executive in various firms. Previous senior positions include Country Representative Officer for Venezuela of the Lafise Financial Group. Chief Executive Officer of Bancoro C.A, Deputy Director and Vice President of Administration and Finance of Banco Confederado and Corporación Televen C.A, VP of Finance Banco Federal, VP of Financial Institutions at ING Bank, VP of Investment Banking of Banque Nationale de Paris and VP of Finance Bank of America. Areas of expertise: private equity, asset management, corporate finance, mergers and acquisitions, strategic planning, capital markets, structured lending and debt restructuring. She also has extensive expertise in Business Planning, Advisory and Development for 20+ Venezuelan companies across different industries.
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.