Another Second Opinion
The attorney for a billionaire family called me one day at the behest of a mutual acquaintance. The clients were
The attorney for a billionaire family called me one day at the behest of a mutual acquaintance. The clients were
In my May 12th, 2015 post, Why Paying Attention is Important, I referenced a hypothetical issue which has just come
After a presentation at Heckerling a few years ago, an attorney in the audience came up to me to introduce
An attorney member of the Wealth Council posted a question on the list serve asking for referrals to a fee-based
An attorney brought a case to me which was typical in many respects. There was a portfolio of policies on
Through experience, an accountant relationship of mine has learned to pass just about anything related to life insurance by me
Sometimes people ask me what I mean when I say life insurance needs to be managed over the duration of
The life settlement market is clearly much different than it was 10 years ago but it is still alive and
Some success stories are more fun to share than others. This is one of them. Sometimes this work is so
A family office called me in to review and analyze a proposed premium finance deal. After gathering the details of