Mar 22, 2018

Randy Zipse’s podcast guest this week is Larry Brody, an exceptionally accomplished and well known expert on estate planning with a legal practice that focuses on planning for high net-worth individuals, using life insurance and non-qualified deferred compensation planning.

Recent episodes of our podcast focused on...

Mar 6, 2018

Listen as Randy and Alan discuss the evolution of Alan’s life insurance practice to become a planning practice with a very specific mission.  Alan helps families design legacy plans that are values-based and meaningful to them.  This discussion includes details of how Alan works with clients and families to uncover...