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Virtual Event

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Premium Financing: A Win for You and Your Clients

December 9th at 12 pm eastern

What You’ll Learn

Premium Financing is a powerful tool when leveraged correctly. But before you can utilize premium financing for one of your clients, you have to know how to spot good opportunities for it.

In this roundtable, our expert panelists will provide detail and insight around premium financing and how it can be used to keep your clients happy and grow your book of business. You’ll take away key insights and action items for your own practice from those who know this space best.

Learn more about our panelists below.

On-Demand Webinar:

Panelists

Mike Pepe

Mike Pepe

Founder
Proformex

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Rohe Levy

President
Rohe Levy Financial and Insurance Services, Inc

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Josh Gottlieb

Chairman and CEO
The Gottlieb Organization

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Keith Gillies

CEO
United Wealth Advisors Group, LLC