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The Newton Knowledge Podcast is intended to provide meaningful content to our advisor community and anyone interesting in learning about sophisticated insurance related topics, focusing on estate planning, wealth transfer and executive benefits. Newton One is a national life insurance planning firm and a member of the M Financial Group.
Episodes
Friday Apr 01, 2022
Friday Apr 01, 2022
Join Newton One (Steve Target and Mark Singer) and Ashley Sawyer, Partner at Loeb & Loeb for a discussion referencing an article that Ashley co-authored with Mary Ann Mancini, titled Life Insurance Mistakes That Keep Attorneys Up at Night, distributed via FINSECA. Ashley focuses her practice on tax-efficient planning for wealthy individuals, families, and business executives. She advises on legacy planning for younger generations, estate, gift, and generation skipping techniques. She also counsels exempt organizations, including charitable trusts, private foundations and public charities on matters involving tax-exempt status and navigating governance issues.
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