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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
Tuesday Sep 07, 2021
Tuesday Sep 07, 2021
Private Placement Life Insurance (PPLI) can offer significant tax favored growth advantages for certain individuals and companies. As we anticipate increased tax rates, an understanding of this product is important. Join Newton One and Mark McCullough for an in depth analysis and opportunities available.
Monday Aug 02, 2021
Monday Aug 02, 2021
Join Newton One and Erik Eklund for a discussion about current opportunities for advanced insurance and estate planning due to recent changes, likely upcoming changes and the current economic environment. Hear how there may be some unique strategies that can be implemented now that offer potentially significant advantages to certain types of individuals and families.
Thursday Jul 08, 2021
Thursday Jul 08, 2021
Thomas Hollinger, President and CEO of Newton One Advisors, LLC has more than 40 years of experience in the financial services industry. Tom and his firm specialize in non-qualified retirement plans, executive benefits and estate and wealth transfer planning.