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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
Monday Dec 20, 2021
Monday Dec 20, 2021
Join Newton One’s Steve Target and Mark Singer as they have an entertaining and informative discussion with David Lenok, Senior Editor from Wealthmanagement.com focused on David’s article – Ten Estate Planning Lessons From HBO’s "Succession". While viewers of this TV series may feel that the topics and applications of succession and estate planning presented by the Roy family are out of touch with reality, there are a number of opportunities to take away “lessons” for many families regarding their own estate planning exercises.
Listen to this podcast to gather some planning tips that can be applied to a wide range of scenarios.
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