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

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Manage episode 273296650 series 177207
Content provided by M.C Laubscher. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by M.C Laubscher or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

850 episodes

Artwork
iconShare
 
Manage episode 273296650 series 177207
Content provided by M.C Laubscher. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by M.C Laubscher or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

850 episodes

All episodes

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