RESOURCES

9/11 Remembered, 20 Years Later

I truly believe that a financial plan without proper life insurance at the foundation is just a hope or wish but that is not a plan. It’s a type of risk that we don’t talk about often enough. It’s uncomfortable, but preparing for the unthinkable is necessary and our responsibility as a trusted advisor.

When The World Came Crashing Down — With Dave Buckwald

One of Dave Buckwald’s clients was fired from his job. That firing saved the client’s life and probably saved Buckwald’s life as well. In 2001, one of Buckwald’s biggest sources of clients was Cantor Fitzgerald, an investment firm whose headquarters was in the north tower of the World Trade Center in New York.

The New Ways to Advise Clients About Life Insurance

The SECURE Act, with its 10- year limit on tax deferral by most non-spouse beneficiaries, has impacted the relationship between life insurance and IRAs. Some clients have even considered withdrawing IRA dollars at the seemingly low tax rates today and using the proceeds to fund a life insurance policy.

Tracy Brower

Wed. August 18 | 10am PT Join sociologist and author Dr. Tracy Brower for an engaging discussion about the future of work, leadership, and engagement and how to best motivate ourselves and employees. Dr. Brower will cover new research, surprising insights, and pragmatic approaches to cultivate and sustain resilience and success through the continuous changes […]

OneTeam Financial, LLC: A One-Stop Shop for Financial Guidance and Retirement Planning

For most Americans, social security retirement benefits typically represent 30 to 60% of their retirement income. Yet according to the National Social Security Association, LLC, over 90% of social security recipients receive less money than they are entitled to receive. For many filers, this can represent tens of thousands of dollars in lost retirement benefits.

“The Fiduciary Professions: A Shot Across the Bow” Category: Strategic Partners

A court ruling provides valuable guidance for ILIT trustees on the best way to serve their clients while steering clear of litigation.

NY Society of CPAs: “Social Security Filing Strategies Under the New Rules”

For most Americans, social security retirement benefits typically represent 30 to 60% of their retirement income. Yet according to the National Social Security Association, LLC, over 90% of social security recipients receive less money than they are entitled to receive. For many filers, this can represent tens of thousands of dollars in lost retirement benefits.

“Social Security: It’s a Women’s Issue”

It’s true: everyone should be taking steps to maximize their social security benefits. The findings of the Center for Retirement Research at Boston College study estimating that more than $10 Billion in benefits are left on the table each year make this more clear than ever.

The Wall Street Journal: “How the Wealthy Can Make the Most of Social Security”

This income stream can be a powerful financial-planning tool, even for high-net-worth investors. Ash Ahluwalia shares his insights with The Wall Street Journal.

Kitces.com “NY Insurance Regulation 187: Are Life Insurance Policy Illustrations Too ‘Misleading’ For Comparison Purposes?”

In this guest post, Barry Flagg, an insurance expert and founder of Veralytic (which publishes pricing and performance research on life insurance policies), explores the details…

Journal of Financial Planning: “New York Expands Fiduciary Rule for Life Insurance Sales

When the state of New York amended Insurance Regulation 187 this year (2019), it broadened the regulation’s scope significantly. Originally, this “best interest” rule applied only to annuities.

U.S. News & World Report: “Contributing to a Roth IRA in a Low-Income Year”

“We advise everyone under the income limit to seriously consider contributing,” says Greg Dillon, principal of OneTeam Financial, which has offices in Red Bank and Cranford, New Jersey.

Andy Friedman

Wed. June 23 | 10am PT Andy Friedman is known for his unique insight and analysis of the political landscape and prospective legislation. He will share his views on proposed tax changes and what this could mean for all facets of the financial industry.  

Ed Slott’s IRA Advisor: “The New Ways to Advise Clients About Life Insurance”

The SECURE Act, with its 10-year limit on tax deferral by most non-spouse beneficiaries, has impacted the relationship between life insurance and IRAs.

Paul Sullivan

Wed. April 15 | 10am PT Paul Sullivan writes the Wealth Matters column for The New York Times covering issues from private banking and wealth management to philanthropy and inheritance. His articles have appeared in publications such as Fortune, Money, and The Financial Times.  

Ian Bremmer

Wed. March 18 | 10am PT Join renowned political scientist Ian Bremmer for a trip around the world in 20 minutes. Ian unpacks the geopolitical landscape and its impact on the U.S. economy, climate issues, cybersecurity, and more. He shares why we should feel optimistic about the post-pandemic recovery, as well as the principal global […]

Jonathan Godsall

Wed. February 24 | 10am PT Jonathan Godsall provides data-driven insights into how the insurance industry is adapting to meet the expectations of the client of the future. Watch the replay to hear more about the trends reshaping the industry, the changing needs of consumers, and the importance of expanded and enhanced digital capabilities.  

Andy Friedman

Wed. February 17 | 10am PT Andy Friedman provides a comprehensive review of the new Washington landscape and its potential effects on taxes and investing.  

Paulo Pinho

Wed. January 27 | 10:00 am PT Dr. Paulo Pinho looks at why COVID-19 has caused challenges finding coverage for jumbo cases and older clients. Dr. Pinho discusses co-morbid conditions and how they exacerbate COVID-19, how reinsurers view COVID-19, the keys to success for the vaccines, and what has to happen before things return to […]

Kedra Newsom

Wed. October 28 | 10:00 am PT Kedra Newsom of Boston Consulting Group engaged the M Community in a robust discussion about women’s wealth and the complex needs of HNW and UHNW women. She shared specific strategies for advisors in this market and how the industry is changing to better reach this audience.  

Paul Ryan

Wed. October 7 | 10:00 am PT M Financial was honored to welcome Paul Ryan, former Speaker of the U.S. House of Representatives, as our fall Future of Insurance keynote speaker. From his two decades in office to the founding of the nonprofit American Idea Foundation, Paul Ryan’s career has focused on public policy and […]

Carrier Discussion

Wed. September 23 | 10:00 am PT Henry Wong & Tod Nasser – John Hancock & Pacific Life Wondering how the current state of the economy and capital markets are impacting carrier portfolios and investments, and what that means for new business? Tod Nasser of Pacific Life and Henry Wong from John Hancock engaged in a panel discussion […]

Don Delf

Wed. September 9 | 10:00 am PT Don Delf, Private Wealth Advisory Leader for PwC US, brought his legacy and expertise in private wealth to answer the trillion-dollar question: What’s top of mind for business owners and family offices heading into elections and uncertainty? Don also explored how elasticity of exemptions is critical in the […]

Tony Arnerich

Wed. August 12 | 10:00 am PT Multi-Impact Asset Management in the Current Economy Tony Arnerich explored current trends related to ESG (environmental, social, governance) investing, intentional investing, and wealth transfer to the next generation. He demonstrated how the pandemic has created opportunities for environmentally and socially responsible investing and the implications to your clients’ […]

Scott Clemons

Wed. July 29 | 10:00 am PT Investing in the Wake of a Pandemic Scott Clemons, Chief Investment Strategist for Brown Brothers Harriman, examined the data around the pandemic’s effects on the economy. He also discussed the impact for insurance companies managing large amounts of money, what it means for your clients’ portfolios, and the […]

Zanny Beddoes

Wed. July 15 | 10:00 am PT Our Global Economy in the Post-Pandemic World KEYNOTE SPEAKER: Zanny Minton Beddoes – The Economist Named one of the Most Powerful Women in the World by Forbes, Zanny Minton Beddoes is a leading voice at the intersection of economics and policy. Known for delivering sophisticated insight on all facets of […]

Marc Cadin and Armstrong Robinson

Wed. June 24 | 12:30 PT COVID = Accelerant for Change AALU/GAMA’s Marc Cadin and Armstrong Robinson examined developing political trends and what financial professionals should expect through election day. They also explored the long-term impact of recent regulatory and legislative actions and identified the top opportunities and threats these regulations will generate for financial […]

Marc-Andre Giguere

Wed. June 17 | 11:00 am PT What do your HNW clients and key advisors need to know about how the reinsurance sector is responding to current What do your HNW clients and key advisors need to know about how the reinsurance sector is responding to current market conditions? Marc-Andre Giguere discussed possible ripple effects […]

Doug French

Wed. June 3 | 10:00 am PT Beyond COVID 19 – How the insurance industry will reimagine their business. Doug French, Ernst & Young’s Managing Principal of Insurance & Actuarial Services, examined the current economic disruption, its impact on the global insurance marketplace, and the effects on wealth transfer for the UHNW client, followed by […]

Colin Devine

Wed. June 3 | 10:00 am PT Outlook for the U.S. Life Insurance Industry After COVID-19 Colin Devine, Principal of C. Devine & Associates, examined the current status of the U.S. life insurance industry and how life insurers are doing amid COVID-19. Colin offers deep insights into what to expect in the coming months, the new […]

Dr. Quincy Krosby

Wed. May 6 | 10:00 am PT Of the Moment Market Outlook Dr. Quincy Krosby, Prudential’s Chief Market Strategist, discussed how the pandemic is impacting financial markets and the overall economy. Dr. Krosby explored the recent and rapid shift in consumer behavior and the emergence of new technologies for navigating the current landscape, and she […]

Jeff Bush

Wed. April 22 | 9:30 am PT An Overview of the Political Environment, Prospective Legislation, and Strategies for Investment and Retirement Planning Jeff Bush and Andy Friedman have collaborated on a 2020 presentation that addresses all of the issues brought about by the recent coronavirus pandemic. In his April 22 presentation, Jeff explored the details […]