Efficient Life Insurance Funding – An Element of Touch
Funding a life insurance contract efficiently is a target sport. It is very much like docking a boat or lagging a putt where just enough force is given so that, accounting for outside factors such as the wind and the current or the slope and the grain, the boat or the ball runs out of energy at the moment it nestles up to the target.
My father always said you could tell a lot about a man from his shoes. In his day, men wore thick, leather running board-soled, laced up shoes to the office. Loafers were for, well, loafing. Tennis shoes were of course for tennis. And “driving mocs”, if yet dreamed up, would have been for …driving, in Italy I guess.
Capital Strategies participated in the 2016 ACTEC Southern Regional Meeting held April 22-24 at the Grand Bohemian Hotel in Mountain Brook, Alabama. David Byers, Will Worrell and Hudson Williams of Capital Strategies offered a presentation on split-dollar life insurance funding with Birmingham attorney and ACTEC fellow Dale Stone moderating. Capital Strategies then partnered with Northern Trust to host a dinner at the home of Capital Strategies’ principal John Carter and his wife, Molly.
M Financial hosted its 2016 National Advisors Conference at the Streamsong Resort outside of Tampa, Florida, in February, 2016. The National Advisors Conference brings together M producers and invitee professional advisors for three days of tax, insurance, and estate planning seminars, as well as “a little golf”. David Byers of Capital Strategies participated on a panel along with two Holland and Knight attorneys.
Kent Stewart is more than our client. He is a husband, a father, and an attorney. He’s a business owner, a Birmingham, Alabama, resident, and he has an impressive resume of someone who has worked hard and consistently.
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Adviser, Member FINRA and SIPC. Capital Strategies Group, Inc. is independently owned and operated.