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NAIFA Live- Members Only

June 16, 2022 @ 2:00 pm - 3:00 pm

Premium Financing-Revealing the Secrets of This Powerful Wealth Protection Tool

 

Anthony Martinelli Bob Bagonis

Anthony S. Martinelli, CLU, CBEC
Wealth Advisor
Co-Founder
Bob Bagonis
Trivitum Private Wealth Strategies, LLC
Founding Partner

Thursday, June 16th

2 pm eastern

Your high net-worth clients and business owners rely on you. Have you considered incorporating premium financing into your estate planning services? Premium financing is an emerging and vital planning strategy, one your clients cannot afford to miss.

Join premium finance experts Anthony Martinelli, Bob Bagonis, and Bill Medico for our June NAIFA Live where we pull the veil off this fascinating and powerful estate planning strategy.

 

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