Financial Planning, Asset Management, Tax Planning

Going Once, Going Twice…(but who’s it going to? And what’s it worth?)

Lowenstein Sandler LLP on 5/21/2025

Host Warren K. Racusin, Chair of Lowenstein's Trusts & Estates practice, invites Meghan M. Federman and Joanne Mournet, President at DOYLE Auctioneers & Appraisers, to cover how estate planning for art and valuables differs...more

Five Reasons to Review and Update your Estate Plan (at least) Every Five Years

Conn Kavanaugh on 2/3/2025

You’ve signed your estate plan – congratulations! The most important step is complete. But the next most important step with respect to your estate planning is yet to come. That step is to review your plan as time passes....more

Papa’s Got a Brand New Bag – Innovative Planning Within Private Placement Life Insurance

Gerald Nowotny - Law Office of Gerald R.... on 5/3/2022

It has been a while since I have written anything. Oh, the indignity of having to make a living! Most of you know by now that I am a quirky guy with quirky interests and quirky points of view. In that realm, I must say that I...more

NOWOTNY KNOWS SQUAT! Helping Advisors Build a Clientele and Assets Under Management Part 3 – Using Malta Pension Plans to Raise...

Gerald Nowotny - Law Office of Gerald R.... on 2/4/2021

This is the third installment in the series Nowotny Knows Squat. This series focuses on value added planning ideas that financial advisors and life insurance agents should introduce to their clients. In case, you haven't...more

NOWOTNY KNOWS SQUAT! Part 2 Using PPLI and PPVA Annuities to Raise Assets Under Management and Sell More Life Insurance

Gerald Nowotny - Law Office of Gerald R.... on 1/26/2021

Nowotny Knows Squat - Part 2! This video speaks to financial advisors on how to sell more life insurance with private reinsurance. Customized product. Full commission product. #financialadvisor #insurance #ppli #ppva...more

NOWOTNY KNOWS SQUAT! Part 2 Using PPLI and PPVA Annuities to Raise Assets Under Management and Sell More Life Insurance

Gerald Nowotny - Law Office of Gerald R.... on 1/25/2021

Nowotny On Death and Taxes podcast episode #34 is a message to financial advisors to consider implementing private placement life insurance and private placement deferred variable annuities in their series of solutions they...more

Helping Advisors Build a Clientele and Assets Under Management Part 2 – Using Private Placement Life Insurance to Raise AUM and...

Gerald Nowotny - Law Office of Gerald R.... on 1/22/2021

PPLI is a form of variable universal life insurance. The policy is strictly available for accredited investors and qualified purchasers as defined under federal securities law....more

Financial Planning › Asset Management › Tax Planning

Going Once, Going Twice…(but who’s it going to? And what’s it worth?)

Five Reasons to Review and Update your Estate Plan (at least) Every Five Years

Papa’s Got a Brand New Bag – Innovative Planning Within Private Placement Life Insurance

NOWOTNY KNOWS SQUAT! Helping Advisors Build a Clientele and Assets Under Management Part 3 – Using Malta Pension Plans to Raise...

NOWOTNY KNOWS SQUAT! Part 2 Using PPLI and PPVA Annuities to Raise Assets Under Management and Sell More Life Insurance

NOWOTNY KNOWS SQUAT! Part 2 Using PPLI and PPVA Annuities to Raise Assets Under Management and Sell More Life Insurance

Helping Advisors Build a Clientele and Assets Under Management Part 2 – Using Private Placement Life Insurance to Raise AUM and...

The Robins Kaplan Spotlight - VOL. 5, NO. 3 Fall 2020

Investment Management Update – Exit Strategies

Investment Management Update – Exit Strategies (PowerPoint Slides)

Financial Planning › Asset Management › Tax Planning

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