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

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Cashflow Ninja

Business:Investing

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

2020-09-25

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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

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