Newton Knowledge

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.

Rick Jaye - ESOP Repurchase Obligation Funding Strategies

Join Newton One (Steve Target and Mark Singer) and Rick Jaye, Managing Director Business Transition Advisors (BTA - specializes in the design and implementation of Employee Stock Ownership Plans) for a discussion about ESOPs and the often-overlooked importance about funding repurchase obligations. Rick’s extensive experience with ESOPs will provide a comprehensive explanation of the pros and cons of ESOPs, who should and who shouldn’t consider an ESOP and a comparison to other options for companies to consider.  Newton One has developed a unique solution to the effective funding of future ESOP repurchase obligations utilizing life insurance products, which is discussed and reviewed.  

Tama Klosek - Managing Partner at Treyled Life Settlements

Newton One focuses on sophisticated wealth transfer and preservation for ultra-affluent clientele through the implementation of innovative life insurance vehicles. However, circumstances change and due to a variety of reasons there may be opportunities to evaluate the long term viability and purpose of an existing life insurance policy.  Join us for a discussion on how Tama Klosek, Managing Partner at Treyled Life Settlements and her experienced team can assist in determining whether a life insurance policy is no longer practical, and how to successfully engage the life settlement marketplace.  

David Lenok - Senior Editor at Wealthmanagement.com

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.

Erik Reynolds – M Financial‘s Sales Director

With top talent being an organization’s most valuable asset; recruitment, rewarding and retention has never been more valuable. Newton One speaks with Erik Reynolds from M Financial to discuss the importance of adequate income protection for all, and how Executive Disability Insurance programs compliment current benefits portfolio, providing significant value for employers, employees and executives in this competitive business landscape.

Mark Lingerfield - Partner and Managing Director at MPI

Newton One speaks with Mark Lingerfield from MPI to explore the important estate and business succession topics of Valuations and Forensic Accounting.  Be sure to tune in to learn about the current environment for this critical business as the landscape for estate and business successions is rapidly changing.  Understanding the importance of teaming with professional and experienced advisors is critical.