Newton Knowledge

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. 

Mark McCullough - Founder and Managing Principal of Boulevard Financial

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.

Erik Eklund - Senior Advanced Markets Counsel at M Financial Group

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. 

Tom Hollinger - Newton One's Chief and Commander

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.