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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
Wednesday May 11, 2022
Wednesday May 11, 2022
Join Newton One (Steve Target and Mark Singer) and Morgan Scott, Head of M Financials’ Advanced Sales Team for a discussion about Intergenerational Split Dollar and the considerations and risks to be aware of when involved in such planning techniques. We also dive into some of the changes that have taken place concerning this type of planning due to the clarifications and court decisions made from the Morrissette, Cahill and Levine cases.
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