Jimmy Milliron
Special guest
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 License.
Jimmy Milliron has been a guest on 1 episode.
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Ep017: Wealthy Global Citizens (Foreign Nationals) with Miguel Garcia and Jimmy Milliron
January 19th, 2023 | 42 mins 8 secs
On today's episode of the Premium Finance Show, we're talking with Miguel Garcia and Jimmy Milliron of National Brokerage Atlantic about their specialty focus on supporting wealthy global citizens and foreign nationals.
The Foreign National/Wealthy Global Citizen market is significant and deserves attention.
We had a great conversation about protecting assets in those other countries from government seizure and creating tax deferral opportunities using some of the structures Miguel and Jimmy have implemented for their Foreign National families.
We also talked about providing liquidity for the second and third generation, an opportunity not often thought of or considered unreliable in other countries.