(A)ESOP's Fables - The Income and Estate Tax-Free ESOP
Papa Has a Brand New Bag
All in the Family – Introducing Family Owned Life Insurance™ (aka FOLI™)
TAKE A CHANCE ON ME! PART II - Embracing the Magic of Private Placement Life Insurance and Private Placement Variable Annuities
TAKE A CHANCE ON ME! Tax Planning During the Biden Administration
NOWOTNY KNOWS SQUAT! Part 2 Using PPLI and PPVA Annuities to Raise Assets Under Management and Sell More Life Insurance
INTRODUCING MALTA SPLIT DOLLAR
Private Placement Life Insurance Discussion Podcast
ROCK OF AGES video
PRIVATE PLACEMENT LIFE INSURANCE WEBINAR
THE WAY WE WERE
Mad Dogs and Panameños!
Dark Side of the Moon
Main Reason To Be Selling PPLI Now
What a Difference a Day Makes!
One Note Samba
Litigation attorneys have had the ability to defer contingency fees since 1994. You are hard pressed to find another profession that has this tax advantage. Hedge fund managers have been running and winning the “Death Race”...more
Recently (January 15th) I celebrated my sixty fifth birthday. Where did the time go? If my East German father Willy Wolfgang Nowotny were still with us, I could hear him say, “Too soon old, too late smart.” While I was never...more
The use of private placement life insurance (PPLI) by high-net-worth individuals has generated considerable controversy over the years, with proponents arguing that it is a proper use of existing laws that provide many of the...more
The RIA Retirement Plan - Subtle Strategies Designed to Retain AUM - Overview - Growing up in the Panama Canal Zone was a special experience. The recent passing of Manuel “Cara De Pina” Noriega reminded of my time...more