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Event

Mastering Buy-Sell Agreements, Key Man Insurance & Premium Finance Strategies

Hosted by PROSPEROUS FINANCIAL GROUP
December 08, 2023
11:30 AM - 12:00 PM
Webcast
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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.

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Speakers

Josef Schiffer
Founder & CEO @ PROSPEROUS FINANCIAL GROUP
Alegria Benarroch
Business Development @ PROSPEROUS FINANCIAL GROUP

About

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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.