How Advisors Can Take On Bigger Premium Finance Cases with Nathan Medin (Ep. 8)
How do financial advisors take on larger premium finance opportunities without having to manage every technical detail alone? The right case support can help you serve high-net-worth clients more confidently while keeping your attention on the client relationship.
In this episode, Vincent Munno speaks with his longtime business partner, Nathan Medin, about their 24-year partnership and the growth of Simplicity UFC. They share how hands-on point-of-sale support, trusted relationships with banks and insurance companies, and ongoing loan management help advisors structure premium finance cases for high-net-worth business owners. Nathan also reflects on advisor stories that show how one well-supported case can lead to larger opportunities, stronger partnerships, greater freedom, and meaningful personal milestones.
Key Takeaways:
- Why premium finance cases require support from the first presentation through annual renewals
- How point-of-sale involvement helps advisors work with clients, CPAs, attorneys, and family offices
- What an ideal premium finance client may look like, including age, net worth, business ownership, and comfort with leverage
- How long-term advisor relationships can create larger case opportunities and lasting professional partnerships
- And more!
Connect with Vincent Munno:
- Simplicity UFC
- LinkedIn: Vincent Munno
- vincent.munno@simplicitygroup.com
Connect with Nathan Medin:
- LinkedIn: Nathan Medin
- nathan.madean@simplicitygroup.com
- Phone: 303-808-5001
About Our Guest:
Nathan Medin is Vincent Munno’s longtime business partner at Simplicity UFC. Before entering an entrepreneurial firm, Nathan worked as a corporate wholesaler with GE Financial, the company that preceded Genworth. Over more than two decades, he has worked closely with financial advisors on premium finance cases, supporting client presentations, conversations with other professional advisors, bank and insurance company relationships, loan renewals, refinancing, and ongoing case management. His work is centered on helping advisors serve high-net-worth business owners while building relationships that extend well beyond a single transaction.
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