IDF Platforms: Recent Episodes
IDF Platforms
Our ClientsIDF Platforms will help you, the advisor, to develop qualified leads and sales to new and existing clients who have concerns about their tax and financial security, be it for family or business. We provide products and services for experienced financial professionals serving HNWIs.Our Services and ProductsIDF supplies advisers with qualified leads, information, and support to help their clients purchase high-value life insurance policies for family or business security, while at the same time providing tax reduction and mitigation.Our highly qualified partners will guide you towards successfully introducing your client to Premium Funding (PF) and Private Placement Life Insurance Policies (PPLI); for personal, family, and business security and tax mitigation. As part of our package, we will white label the videos, websites, documentation, webinars, and marketing materials that will appeal to those prospects.Once you have gathered your client's details, we will create a simple, compelling, and personal report for you to present. Should you wish it, one of our partners will assist you in presenting the proposed solution to your prospect. It is well known that a properly structured life insurance policy with no out-of-pocket expense is invaluable to advisers and their clients. However, the value of PPLI remains unvisited...until now: US tax law allows for the tax-deferred build-up of assets in a qualified PPLI or Private Placement Variable Annuity (PPVA) Income and gains on assets are not generally subject to tax until a distribution is made from the policyThis delivers tax benefits to both US and international investorsThis tax-deferred compounding means assets can grow much faster than assets that are taxed on a current basis.Combine the PPLI with the Premium Funding policy and it is hard to imagine a more effective and legitimate tax mitigation vehicle.
On today's episode of the Premium Finance Show, we are joined by the President of First Financial Resources, Mike Bell.
Mike has over 40 years of experience in building and growing financial institutions and as the President of First Financial Resources, his knowledge of the inner workings of such a prestigious organization allows him to impart wisdom that would otherwise be difficult to come by.
Everyone, from entrepreneurs to high level executives curious about the industry view on premium finance, organizational communication and leadership, would find great value in taking a listen to today's episode.
If you’re an advisor working with high-net-worth individuals, families, or businesses and you want to raise your profile and market yourself with an offer that appeals to the ultra-high net worth then this is for you.
And if you’re an advisor already working with the ultra-high net worth then you’re certainly going to want to watch.
Hosted by business writer, podcast host, and consultant, Jo Moffatt, you’ll find the events enjoyable and above all informative, profitable – and CONCISE. In them, we’ll be exploring, with the help of experts in this field, how IDF provides information, expertise, and support to help advisors provide increased capital and security while reducing tax by using Premium Funding and Private Placement Life Insurance.
Louis D. Zuckerbraun
Mr. Zuckerbraun is based in Zurich, Switzerland and is the Managing Director of Geneva Insurance Group (Barbados) and Geneva International Insurance Inc., member companies of the Geneva Insurance Group. The Group provides private placement insurance solutions for High-Net-Worth clients worldwide. His primary responsibilities include insurance product sales and development, and management of the insurance Companies.
He was previously Managing Director of the Bermuda based Valor Management and prior to that co-CEO of a Swiss life and annuity company, Zenith Vie, that provided traditional life, savings, and annuity products to Swiss and international clients. He was one of the founding partners of the Crown Global group of insurance Companies in Bermuda, Grand Cayman and Delaware and held the position of Managing Director.
He was a former partner of swisspartners Wealth Management, Zurich and former Director of swisspartners Insurance Company, Grand Cayman. Prior to this position, he was founder and CEO of Private Risk Solutions AG and prior to this held the position of Chief Underwriter, Trans Re Zurich (an AIG Company). He has also held positions as an Underwriter with Transatlantic Re in London and Hannover Re in Hannover, Germany.
Mr. Zuckerbraun has a B.A. degree from the University of Southern California and an M.B.A. degree from Pepperdine University. Mr. Zuckerbraun also holds the CPCU and ARe designations from the Insurance Institute of America and has been a teacher/coach for the Insurance Institute of Switzerland (IIS).
NOWOTNY KNOWS SQUAT! Helping Financial Advisors Build a Clientele and Asset Under Management (AUM)! | Gerald Nowotny - JDSupra
Nowotny On Death and Taxes episode #33 (Nowotny Knows Squat!) discusses how a customized pooled income fund (PIF) can be used as a creative method to assist a client in minimizing capital gains taxation on the sale of an appreciated asset while maintaining a lifetime income. The strategy allows the financial advisor to manage the assets within the PIF. #financialadvisor #pooledincomefund #assetundermanagement #taxes
Today on the Premium Finance Show, we're talking with Robert "Tra" Kelly, interest rate expert, and founder of Bascom Advisors.
We talk about a subject many clients, prospects, and 3rd party advisors bring up; "What happens in an Armageddon scenario of prolonged rising interest rates and a corresponding stock market crash?" Tra talks about this, the unlikely, nearly impossible scenario of it happening, the tools available to control interest rate risk, and why he likes the Cool Springs Financial structure.
My name is John McDonough, and welcome to this brief introductory episode of the Premium Finance Show.
As someone who's helped many professionals, I know firsthand the amazing leverage that premium finance life insurance can provide to the ultra wealthy for estate tax liquidity, and to companies for executive retention in the C-suite.
My guests on the show will be the types of professionals who our clients rely upon when addressing complex financial matters, including CPAs, corporate attorneys, estate planning, attorneys, bankers, and other professionals.
I'm really excited to bring this expertise to our clients and potential clients in a setting that allows you to be able to carefully absorb and learn. Plus the podcast format allows one to replay the show as well as an unlimited amount of pausing and rewinding within the episode.
Are you a business owner tired of making those premium payments for an insurance plan you don't have many claims on? Have you wondered what you could do with those dollars that aren't used for claims?
Today on the Premium Finance Show, we're talking with Kevin Atkinson, Founder and President of Montpellier Advisors, an independent boutique firm specializing in the intentional design, collaborative structuring, and focused oversight of captive insurance solutions for small to mid sized businesses.
The discussion goes deep in exploring the benefits of a captive insurance solution for many types of companies, and he shares some of his experience and perspective on why you should consider setting up an insurance agency of your own.
He is also a huge fan and advocate of Cool Springs' Prestige Design and how his clients are able to benefit from both captives and Prestige designs.
Episode 14 – A Dive into Private Placement Life Insurance (PPLI) — With Guest Rick Calderon