Vérité Group, LLC的封面图片
Vérité Group, LLC

Vérité Group, LLC

金融服务

Miami,Florida 217 位关注者

We help advisors create solutions for their clients’ success by expanding what’s possible.

关于我们

As a national expert serving the Premium Finance needs of the ultra-affluent marketplace, Vérité Group, LLC is dedicated to staying ahead of the curve. It is our commitment to serving as a Premium Finance market leader that has made us a hub for joint work across the insurance advisory community. We collaborate with high level insurance agents, CPA’s, trust and estate attorneys, family offices, and investment managers seeking to expand wealth transfer possibilities for their clients. We take tremendous pride in these deep relationships we have developed over the years, each one displaying our same never-ending commitment to a client first mentality. Our listen first, then educate approach ensures we develop a plan that meets and exceeds the unique goals and expectations of our advisory community and their clients.

网站
https://veritegroupllc.com/
所属行业
金融服务
规模
2-10 人
总部
Miami,Florida
类型
私人持股
创立
2009
领域
Premium Finance、Insurance、Case Design、Estate Planning、Succession Planning、Strategic Planning、Leverage、Finance和Life Insurance

地点

  • 主要

    1395 Brickell Ave

    Suite 900

    US,Florida,Miami,33131

    获取路线

Vérité Group, LLC员工

动态

  • Premium Finance

    查看Michael S. Seltzer的档案

    Principal at Vérité Group and Forbes Finance Council Contributor

    Is anyone having success financing whole life policies? We have always found Indexed UL a better choice. We were recently asked to demonstrate the difference between financing Whole Life vs. Index Universal Life.?While we have done this many times in the past, we were surprised at the difference in results.

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