by davidytterberg | Apr 21, 2023 | Journal
On March 21, 2023, Hudson presented at the FINSECA Advanced Markets Conference in Washington, D.C. He served on a panel with Todd Steinberg (Loeb & Loeb, LLC) and Morgan Scott (M Financial Group) that explored intergenerational split-dollar plans in light of...
by davidytterberg | Nov 9, 2022 | Library
David Byers, Jr. & Alexander Jones recently co-authored a new publication with Larry Brody of Harrison and Held for Trusts & Estates Wealth Management Journal that illustrates the leverage created by split dollar loans and life insurance…even at higher...
by davidytterberg | Aug 9, 2022 | Journal
AUGUST 10, 2022, CHICAGO, IL – Capital Strategies Group, Inc. is pleased to announce that it has joined forces with Goldstein Financial Group, LLC (“GFG”), an independent life insurance brokerage and consulting firm based in Chicago, Illinois. Allan Goldstein,...
Recent Comments