by davidytterberg | Jun 17, 2024 | Journal
David Byers and Will Worrell of Capital Strategies, along with Marc Cadin (CEO of Finseca), recently met with Robert Aderholt (AL-R) on Capitol Hill. Topics of discussion included recently proposed DOL regulations and the need for stability in estate planning for...
by davidytterberg | Aug 28, 2023 | Journal
Recently, Principal David Byers met with Minority Leader Mitch McConnell to advocate on behalf of M Financial, their businesses, and the clients they serve. Topics included the appropriate taxation of life insurance products, the future of wealth transfer policy, the...
by davidytterberg | Aug 28, 2023 | Journal
Recently Karen and David Byers, Molly and John Carter, and Casey and Will Worrell were honored to attend the M Financial Sabbatical 2023 Cruise on the luxurious Seabourn Sojourn for a memorable voyage through the Mediterranean Sea. The cruise provided an invaluable...
by rwright@capitalstrategies.net | Jun 13, 2023 | Journal
Capital Strategies was pleased to be a Gold sponsor of the 2023 Southern Regional ACTEC Meeting, May 19-21, in Oxford MS. Will Worrell, Will Walker and Hudson Williams enjoyed the sessions and the activities with our friends and colleagues from across the Southeast....
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 | 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,...
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