Guiding the Affluent: Jimmy Milliron's Blueprint for Intelligent Wealth
THINK Business with Jon Dwoskin
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Show Notes
James "Jimmy" Milliron is Co-Founder & President of National Brokerage Atlantic, a leading independent advisory firm specializing in Wealth Enhancement, Estate Planning & Asset Protection for U.S. and international clientele. Mr. Milliron is an insurance veteran specializing in multi-channel distribution via independent & institutional channels, family offices, and law & accounting firms focusing on intelligent insurance strategies to help uncover, understand, and engage with affluent clients. Previously, Mr. Milliron served as Executive Vice President & Board Member of NexTier Bank's Insurance Division for fifteen years. He was responsible for developing, maintaining, and managing the Employee Benefits & Private Client division and advising high net worth individuals on life insurance-based wealth planning solutions. Mr. Milliron was instrumental in building NexTier's fully collateralized premium finance lending program to a $400MM+ portfolio. He earned his Bachelor of Arts Degree in History, German & International Studies from Virginia Military Institute and currently holds Series 22 and Series 63 securities registrations in addition to Life, Health, Property & Casualty, and Annuities Insurance Licenses.
Connect with Jon Dwoskin:
Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: [email protected] Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!
Connect with Jimmy Milliron:
Website: https://www.nbatlantic.com/
*E – explicit language may be used in this podcast.