Preview Mode Links will not work in preview mode

Sep 17, 2018

Randy and guest, Richard L. Harris, CLU AEP©, get into an in depth discussion of the current legal considerations surrounding loan regime split dollar, especially in the multi-generational context. It’s a complicated time for these arrangements, which are still an exciting planning tool for people of high net...


Sep 5, 2018

Randy and guest, Marc Cadin new CEO of AALU talk about the future direction of this important organization. Marc’s inspiring view of the important mission of our industry is a “can’t miss” moment.  Get the full rundown on Marc’s predictions for what could be coming for new tax changes and legislative changes...