Maximizing Wealth: Exploring Premium Finance Strategies for High Net Worth Individuals
Join us for the exclusive webcast, "Maximizing Wealth: Exploring Premium Finance Strategies for High Net Worth Individuals." In this informative session, an industry expert will present an insightful overview of premium financing, a powerful wealth management tool often overlooked by affluent individuals. During this webcast, our expert will unravel the intricacies of insurance premium financing, its benefits, and best practices for integrating it into your estate planning strategy. The session will culminate in an interactive Q&A segment, providing you with a unique opportunity to engage with our expert and have your pressing questions answered. Don't miss this chance to expand your financial knowledge and learn how to optimize your wealth through premium finance strategies.
- 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?
- Founder & CEO @
- PROSPEROUS FINANCIAL GROUP
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
- Business Development @
- PROSPEROUS FINANCIAL GROUP
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.
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.