ACTEC Opening Day 2019

ACTEC Opening Day 2019

Capital Strategies was again the lead sponsor of the ACTEC event in April 2019.  Richard Douglas, Will Worrell, Harrison Jones and Will Walker of Capital Strategies enjoyed the Memphis skyline at the 2019 Southeast Regional ACTEC meeting. We look forward to New...

Switch Dollar and the Power of Deferral

David Byers and Hudson Williams both of Capital Strategies, and well-known author Larry Brody, recently authored “Switch Dollar and the Power of Deferral”, which appears in the April, 2018, edition of Trusts and Estates magazine. #5888890.1 Link...

Letter to Friends re: WSJ Article on Universal Life

Last week, the Wall Street Journal published a front page article entitled Universal Life Insurance, a 1980’s Sensation, Has Backfired. The article contained points that were valid as far as they went, but were not applicable for the clients we serve under the...
David Byers Presents at 2017 M Marketing Meeting

David Byers Presents at 2017 M Marketing Meeting

​At the 2017 M Marketing Meeting, David Byers from Capital Strategies presented at a breakout session. The topic of his presentation, “Planning in Light of Pending Tax Reform”, was well received by those in attendance....