48 minutes | Sep 25th 2020

636: Steven Bowles: The Power Of A Premium Financing Strategy

Play
Like
Play Next
Mark Played

My guest in this episode is Steven Bowles. Steven is the Director of Business Development with Momentum Advanced Planning, a national consulting firm.   Where all aspects of planning converge- tax planning, asset protection, family office structure, family governance, risk management, philanthropy and efficient wealth transfer- the team at Momentum steps in.  Momentum is a team of resources curated by one family which now serves and collaborates with other families and family offices.

 

Interview Links:

Momentum Advanced Planning

 

Resources:

Create A Strategy

Become The Bank

Join Our Community

Play
Like
Play Next
Mark Played