Michael Gomez (Director, Institutional Partnerships - Foreign Nationals & Premium Finance)

Biography

Michael Gomez, CLU®, serves as Director of Institutional accounts at Passerelle Partners and works in the high-net-worth Foreign National market across the country. Throughout his 20-year career in the insurance industry, Michael has developed an extensive knowledge of the foreign national market. Michael is passionate about helping financial advisors and wealth managers understand how to incorporate life insurance planning into a client’s overall financial plan.

Michael’s past carrier and underwriting experience allows him to position large and complicated cases to best help his clients. Throughout his career, Michael has been a consistent top producer in the industry and has been a featured in various industry leading events. Michael has also been published in Trusts and Estates.

Michael was born in Cuba and lived in Colombia for four years before his family settled in Puerto Rico. Michael is bilingual (English and Spanish), has a Life and Health Insurance License, and holds a Chartered Life Underwriter (CLU®) designation.

Passerelle Solutions

Passerelle Solutions is a leading insurance advisory firm with offices in Miami, Charlotte, and Chicago. Passerelle caters to private clients, professional advisors, and institutions delivering creative solutions through the discreet Passerelle client experience. The firm manages a portfolio consisting of $8.7B in structures and $4.5B in loans.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.