Aug 19, 2020

Many insurance, tax, and legal professionals focus on the tax aspects of succession planning when, in reality, personalities and family dynamics are a much more important part of planning for small business owners. You won’t want to miss this opportunity to hear Steve’s perspective and practical experiences on...

Jun 15, 2020

Listen in as Global Atlantic’s Randy Zipse, AEP®(Distinguished) discusses life insurance premium financing with Julian Movsesian, MBA, President and CEO, and Michael Rothman, CFP, Executive V.P., Succession Capital Alliance.    Julian is a pioneer in premium financing and Succession Capital is a leader in the field. ...