636: Steven Bowles: The Power Of A Premium Financing Strategy - a podcast by M.C. Laubscher
from 2020-09-25T07:30
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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.
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Further episodes of Cashflow Ninja
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