HomeInsuranceCombining the most effective funding companies with a pioneer in fashionable insurance...

Combining the most effective funding companies with a pioneer in fashionable insurance coverage


NEW YORK, November 1, 2021 / PRNewswire / – Chris Clark, Chairman of Paulson Capital, has formally introduced the creation of Paulson Basic Insurance coverage Companies, LLC (PGIS), which is able to function a separate insurance coverage division along with its revered funding banking agency Paulson Funding Firm, LLC. Paulson “). PGIS will supply purchasers an ever-expanding vary of life insurance coverage merchandise and advantages, and is backed by main business veterans and visionaries from the Ziff Company. Ziff Company is an unbiased life insurance coverage firm with over 36 years of expertise, which has established shut relationships with all of the main insurance coverage corporations within the nation.

“We’re thrilled to supply our new and current clients with a firstclass service by way of this insurance coverage partnership,” mentioned Trent Davis, CEO of Paulson Capital. “Larry Ziff, and his son Adam have practically 50 years of mixed expertise and are business leaders within the unbiased life insurance coverage market. PGIS can have entry to the most effective insurance coverage corporations within the life insurance coverage market, which is able to add worth to our current enterprise relationships by providing unbiased advisory evaluations on privateness, long-term care and incapacity revenue. As well as, we’ll now be capable of present the enterprise proprietor to allow; key worker, in addition to life insurance coverage, incapacity and group medical advantages for corporations. “

“Relationships have all the time been the important thing to our profitable enterprise,” mentioned Adam Ziff… “It is a key precept right here at Ziff and we’ll proceed to stick to it at PGIS. The Ziff household has been innovating within the insurance coverage enterprise since my father first began, bringing life insurance coverage to each the banking and accounting verticals. We plan to develop this entrepreneurial spirit by growing a variety of services that mix seamlessly with the funding recommendation and options provided by Paulson Funding Firm. ”

Go to www.paulsoninvestment.com to study private and non-private transactions already managed by Paulson Funding Firm consultants and study extra concerning the newest developments in life insurance coverage and different matters by subscribing to the month-to-month Ziff e-newsletter.

About Ziff Company LLC

Based by a pioneer within the insurance coverage business Larry ZiffThe Ziff Company is an unbiased household enterprise that gives a variety of life insurance coverage services to small and medium-sized companies and people. Ziff company makes a speciality of life insurance coverage for actual property planning utilizing premium financing, charitable donations by way of life insurance coverage, gross sales contracts and Key Man insurance policies for companies and annuities, and presents ongoing coverage evaluations for every new consumer. Ziff not too long ago partnered with Paulson Funding Firm to supply traders with its proprietary life insurance coverage companies. Meet the Ziff Company crew at www.TheZiffAgency.com.

About holding firm Paulson Capital LLC

Paulson Capital Holding Firm, LLC is a monetary companies holding firm with a number of subsidiaries together with Paulson Funding Firm, LLC and the newly fashioned Paulson Basic Insurance coverage Companies. Concentrating on small and mid-cap markets, Paulson Funding Firm has earned nationwide recognition as a number one boutique funding financial institution providing a full vary of economic services. Looking for to harness the ability of capital markets to assist purchasers obtain their strategic and monetary targets, Paulson Funding Firm has constructed the agency round long-term relationships and enduring values. Paulson Basic Insurance coverage Companies will supply purchasers a rising vary of life insurance coverage merchandise and advantages that we hope will enrich and diversify the companies we provide to our purchasers. Discover out extra at: www.PaulsonInvestment.com.

Media Contact:

Trent Davis
[email protected]
503-243-6006

SOURCE Ziff Company, LLC

Associated hyperlinks

http://www.TheZiffAgency.com



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