Newton Knowledge

Scott Radcliffe and Scott Burky - Continuation Planning for Privately/Family Owned Businesses

Join Newton One (Steve Target and Mark Singer), Scott Radcliffe with Engle-Hambright & Davies (EHD) and Scott Burky with The High Center, as they discuss the importance of privately held and family-owned businesses. Hear how the High Center helps their members thrive for multiple generations through various partner programs and proactive planning and how Newton One and EHD work with a variety of businesses providing creative insurance solutions.

Tim Zeigler - Kamelot Auction House

Join Newton One (Steve Target and Mark Singer) and Director of Business Development with Kamelot Auction House, Tim Zeigler,  as they discuss the auction and appraisal process. Learn about the unique marketplace and how the industry has changed post pandemic.

NFL Player Planning - Barry Church

Join Newton One (Mark Singer) and Barry Church, 9 year NFL Alum with the Cowboys and Jaguars, as they discuss imperative planning that should take place before, during and after an NFL career.  

Bill Dugdale – GRIT Talks

Join Newton One (Steve Target and Mark Singer) and Bill Dugdale, Private Wealth Advisor at AB Bernstein, as they discuss the creation, premise and uniqueness of GRIT Talks, a Delaware based networking event that features local leaders answering seven questions in twenty minutes. The structure, people and rawness of this production fortifies the exponential growth of this gathering. Failure is inevitable, but what you do with it, determines your success story.

Brian Travers - Tips and Tricks to Insuring Unique Assets

Join Newton One (Mark Singer) and Brian Travers, Senior Private Client Advisor for Brown & Brown’s private client team for a discussion about insuring unique assets, liabilities, and risk mitigation tactics for affluent clientele.

John McLeod - Business Owner Exit Strategy Planning

Join Newton One (Steve Target and Mark Singer) and John McLeod, CEO and founder of PMP Solutions, a firm helping closely held business owners grow their EBITDA and plan for a successful exit. John reviews why it’s imperative to select the right team when guiding business owners through the critical operational, professional, personal, and family decisions they must make to improve business value today and achieve exit success tomorrow.

 

Amy Mister and Brittany Vavala – Policy Stewardship

Join Newton One (Steve Target and Mark Singer) and their internal support team, Amy Mister, Director of Underwriting, and Brittany Vavala, Lead Client Specialist, as they discuss the importance of policy reviews and what that process looks like for their valued clients and Partners of the Firm. 

Morgan Scott – Court Case Reviews Regarding Intergenerational Split Dollar

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.    

Joanne Gagnon - Non-Qualified Executive Benefit Market Discussion

Join Steve Target and Mark Singer from Newton One Advisors and Joanne Gagnon from Pacific Life for a discussion about “The Great Resignation, The Great Renegotiation or the Great Migration - Current Strategies to Recruit, Reward and Retain Employees”. This Podcast will review the Non-Qualified Executive Benefit Market and would be valuable to advisors working with companies to structure benefit plans as well as company executives interested in creative planning strategies for their valuable employees.

Ashley Sawyer - Life Insurance Mistakes That Keep Attorneys Up at Night

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.