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:
Founder
Proformex
President
Rohe Levy Financial and Insurance Services, Inc
Chairman and CEO
The Gottlieb Organization
CEO
United Wealth Advisors Group, LLC
Thank you Sponsors!
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