ARI FINANCIAL GROUP, INC.
AVENTURA, FLORIDA

ARI Financial Group (AFG) is a boutique financial firm specializing in advanced life insurance concepts and Premium Financing services designed to help grow and conserve wealth through customized solutions, personalized service, and creative planning. From the design of your financial strategy to the implementation and annual review of your policy, ARI Financial Group’s dedicated team of professionals is here to offer you premier service. At ARI Financial Group we do not accept the status quo. Our top-notch advisors look beyond basic financial needs and beyond the present day to optimize your assets and to protect your wealth and cash flow. From the design of your financial strategy to the implementation of that plan, and to the annual review of your policy, ARI Financial Group’s team of dedicated professionals will offer you premier service. We are a creative group of seasoned financial professionals, who pride ourselves in finding the best solutions for our clients. Our mission is three-fold: ARI Financial Group is The Largest Global Provider Our expert advisors have developed the niche market of Premium Financing Whole Life Insurance strategies for those who reside domestically and internationally. Over time, our concentration in this area has led our boutique firm to become the foremost provider of financed Whole Life strategies. With more than half-a-billion of financed premiums on the books, ARI Financial Group is the leading provider of Premium Financed Whole Life strategies. Due to the nature of life insurance and international financing and tax regulations, the complex structures that ARI Financial Group offers must be tailored to each client’s unique domicile and residency. Collaboration with Top-Tier Business Affiliates Over the years, ARI Financial Group has developed relationships with top-tier business affiliates to complement our own seasoned and experienced team of proven professionals with backgrounds in legal, finance, accounting, asset management, and tax planning. Our partnerships include relationships with family offices, advisors, law firms, CPAs, sports agents, asset managers and private bankers. ARI Financial Group prides itself in its robust In Force Review Team and proprietary software. Our software optimizes models to measure policy and loan performance in a highly involved and complex manner. From the design of the product to the enhancement of your wealth and management of policy—we are with you every step of the way. Collectively, our team of professionals has extensive finance, investment, legal and business experience. We provide an exceptional client experience, in which everyone can rest assured they are receiving the highest level of skill, expertise, and service when partnering with ARI Financial Group We are more than a network of advisors operating under different entities, different approaches, and different processes. Our client-focused approach is comprehensive, integrated and complete. From day one, our entire team of professionals is focused on you and on guiding you through the process. We continuously operate within a client-focused culture, and with the goal of providing top-notch quality service. Our clients can take comfort in knowing they are receiving the highest level of skill and expertise when partnering with ARI Financial Group. begin by designing the optimal version of our product, based on your specific needs and financial portfolio. After we develop the right strategy for you, our expertise when partnering with ARI Financial Group. ARI Financial Group (AFG) is a boutique financial firm specializing in advanced life insurance concepts and Premium Financing services designed to help grow and conserve wealth through customized solutions, personalized service, and creative planning. From the design of your financial strategy to the implementation and annual review of your policy, ARI Financial Group’s dedicated team of professionals is here to offer you premier service. At ARI Financial Group we do not accept the status quo. Our top-notch advisors look beyond basic financial needs and beyond the present day to optimize your assets and to protect your wealth and cash flow. From the design of your financial strategy to the implementation of that plan, and to the annual review of your policy, ARI Financial Group’s team of dedicated professionals will offer you premier service. We are a creative group of seasoned financial professionals, who pride ourselves in finding the best solutions for our clients. Our mission is three-fold: Premium Financed Whole Life Insurance is our specialty. Our expert advisors have developed the niche market of Premium Financing Whole Life Insurance strategies for those who reside domestically and internationally. Over time, our concentration in this area has led our boutique firm to become the foremost provider of Financed Whole Life strategies. New Business Account Manager Rimma Portnova plays a critical role in the day-to-day operations and management at ARI Financial Group, as she is the forefront of our superior customer care platform. Ms. Portnova assists ARI Financial case managers in the underwriting process by requesting essential data including all medical information on clients. Her responsibilities include working with carriers to obtain physicians’ medical records and ensuring that all pertinent information is submitted in a timely manner. She also supports business managers with the applications for submission to carriers and she is a Notary Public. Business Development Manager Business Development Manager Business Development Manager Mr. Knobel joined ARI Financial Group in 2016 to assist in expanding the company’s presence in the Midwest region. Since acquiring his life insurance license more than 20 years ago, he has been working with high net worth individuals. In his new role, he is focused on business development, increasing the company’s local visibility and footprint, and establishing new benchmarks for growth. He received his Bachelor’s degree from Tulane University with a concentration in Accounting, and his Master’s in Business Administration from Keller Graduate School of Management. He is a Certified Financial Planner® (CFP®), Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®).