Christopher Daniels?had?the pleasure of presenting with?John Griffin?at?Lion Street’s?Indaba conference in Dallas.?Together they outlined the use of leveraged COLI (Guaranteed Issue) to address an ESOP’s Repurchase Liability. Passerelle Partners'?partnerships with Lion Street & Pacific Life?were?essential to bring this solution to market and solve the client’s needs.
Passerelle Partners
金融服务
Miami，Florida 505 位关注者
Leading insurance advisory firm with offices in Miami, Charlotte, and Chicago.
关于我们
Passerelle Partners is one of the leading insurance advisory firms nationwide with offices in Miami, Charlotte, and Chicago. We are keenly focused on wealth, estate, and succession planning and preservation. Our team helps entrepreneurial families with their insurance needs as well as partners with other insurance professionals to facilitate sophisticated financing strategies for their clients. We have built and consulted on various insurance lending programs for some of the world’s leading private banks. At Passerelle Partners, we not only make our clients a priority in a proactive and responsive manner, we do so in a consistent, unbiased, and transparent approach. We address our clients’ needs with the same consideration and responsibility that we would apply to our own business and family. The team has a diverse background with over 20 years experience in wealth management, including banking, trading, insurance, derivatives, alternative investments, and family office management.
- 网站
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https://www.passerelle-partners.com
Passerelle Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Miami，Florida
- 类型
- 私人持股
地点
Passerelle Partners员工
动态
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We are thrilled to welcome Dominic Riccardo to Passerelle Partners as our new Associate Director of Advanced Planning and Design. Dominic brings extensive expertise in advanced sales concepts, case design, and carrier knowledge. He will focus on the Advisory Platform, collaborating with our advisors on case design and new sales strategies. Please join us in welcoming Dominic to Passerelle Partners. #NewHire #WelcomeAboard #PremiumFinance #PasserellePartners Simplicity Group Lion Street
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We are excited to announce that Kevin Bengston has joined the Passerelle Partners Team,?as a Senior Case Manager! Kevin brings extensive case management experience from his previous roles at Pacific Life.?He will focus on?new business onboarding,?underwriting, and execution. We are thrilled to welcome him to our team as we continue growing our firm and delivering an exceptional experience for our clients. Welcome, Kevin! #NewHire #WelcomeAboard #PremiumFinance #PasserellePartners Simplicity Group Lion Street
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Passerelle's Managing Partner Christopher Daniels is ranked as a Top Security Advisor in the state of North Carolina by Forbes. This award encapsulates Chris’ hard work and dedication to his clients, prospects, and team members. Please join us in congratulating Chris! Forbes Link: https://bit.ly/4cLlzxy ? #PasserellePartners #Forbes #PremiumFinance #LifeInsurance #FinancialServices #Teamwork Simplicity Group Lion Street
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Passerelle's Managing Partner, Fernando J. Pou is ranked as a Top Security Advisor in the state of Florida by Forbes. This award encapsulates Fernando's hard work and dedication to his clients, prospects, and team members. Please join us in congratulating Fernando! Forbes Link:?https://bit.ly/3WtrWzY ? #PasserellePartners?#Forbes?#PremiumFinance?#LifeInsurance #FinancialServices #Teamwork Simplicity Group Lion Street
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We are excited to announce that two of our Managing Partners, Christopher Daniels and Fernando J. Pou, have each been individually ranked as Top Security Professionals in their respective states of North Carolina and Florida by Forbes. We are so thankful for all your hard work and dedication, Christopher Daniels and Fernando J. Pou! Forbes Link: https://bit.ly/3y0v2St #PasserellePartners #Forbes #PremiumFinance #LifeInsurance #FinancialServices #Teamwork Simplicity Group Lion Street?
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We are thrilled to announce that Michael Simm has joined the Passerelle Partners team! ? Michael joins us as our Comptroller. His focus will be on supporting our advisors and leadership team with the companies’ finances?and accounting. ? We are absolutely delighted to welcome him aboard as we continue our commitment to growing our firm and delivering an exceptional experience for our clients. ? Welcome Michael! ? #NewHire #WelcomeAboard #PremiumFinance #PasserellePartners
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Exciting News: John Santo has joined Passerelle Partners! John will be?joining our Advanced Planning & Design team, focused on supporting our team of advisors across our distribution channels, designing premium financed insurance solutions, and providing expert product analytics to our sales team. We are absolutely delighted to welcome him aboard as we persist in our dedication to providing a personalized experience for our clients and partners. Here's to a brilliant and prosperous future ahead of us! ? #NewHire #WelcomeAboard #PremiumFinance #PasserellePartners
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Exciting Announcement: Andrew Burns has joined the?Passerelle Partners?Team!?Andrew will be?working?with Passerelle clients to actively manage their life insurance portfolios, as our newest?Associate Director of Policy Management. We are thrilled to have him on board as we continue to focus on delivering a bespoke experience for our clients and partners. Here's to a bright and successful future together! #NewHire #WelcomeAboard #PremiumFinance #PasserellePartners
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Passerelle Partners?is looking for a talented, energetic self-starter to join our Portfolio Design Team as an Advanced Planning Case Design Specialist.?If you are interested, please contact?Adam Beckett.