News and Events

Come See Us

We offer a variety of educational and social events for our clients throughout the year.
Interested in joining? Contact Us.


5-7 August 2018

Premium Finance & Triple Threat Supplemental Income

The Premium Finance Symposium will cover the legal, banking, and carrier sides of premium finance. At this educational event, attendees will learn how insurance products relate to premium finance with an emphasis on sales ideas and modeling techniques to help increase your life insurance sales. I hope you will join us in Vegas! Attendance at the Symposium is by invitation only. Formal registration to follow. The Symposium and hotel rooms have been provided complimentary for all attendees courtesy of Rohe Levy Financial and our esteemed Partners.

For travel considerations please plan for arrivals by Sunday at 5:30 pm and departures on Tuesday after 2:00 pm.