Journal

News and thoughts from our team along the journey of serving our clients and communities. 

David Byers Speaks at AALU/GAMA Annual Meeting

David Byers Speaks at AALU/GAMA Annual Meeting

David Byers, Managing Principal Capital Strategies Group joined Jeff Richetti for a Break-out Session on the virtual mainstage September 15th to discuss today’s favorable gift and estate tax rates, and how to prepare for the future. David reviewed several case studies using strategies that highlight the effectiveness of incorporating life insurance into wealth transfer strategies. David is past...

Richard Douglas 2020 Harris Cup Champion

Richard Douglas 2020 Harris Cup Champion

MOUNTAIN BROOK, AL – Capital Strategies Group would like to once again congratulate our very own Richard Douglas for winning the prestigious Harris Cup! Richard successfully defended his club championship title at the Country Club of Birmingham on Sunday, August 23rd. This victory was a close one, beating a former Harris Cup winner by one stroke on the 18th hole. Richard’s 69-74 (143) win in a...

Capital Strategies Holds CLE Sessions

Capital Strategies Holds CLE Sessions

David Byers and Hudson Williams of Capital Strategies were scheduled to speak at the 2020 ACTEC Southeast Regional meeting in New Orleans, cancelled due to Coronavirus concerns. The presentation was nevertheless offered for CLE credit by webinar April 27th and May 6th for ACTEC members unable to attend. The session examined the political realities of 2020 to handicap the chances of an early...

The 2019 Maestro’s Ball

The 2019 Maestro’s Ball

The 2019 Maestro’s Ball, the largest annual fundraising event for the Alabama Symphony Orchestra, was hosted by John and Molly Carter on Friday, September 6.   The ASO and Maestro Carlos Izcaray took the audience on a musical journey to Paris, exploring the romance, drama, and beauty of French music, after which the Carters hosted a beautiful gourmet dinner.  The event surpassed all past...

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 Orleans in 2020! 

David Byers Keynotes AALU Annual Meeting

David Byers Keynotes AALU Annual Meeting

AALU Chairman David Byers of Capital Strategies speaks to the AALU membership on the opening day of the 2019 AALU meeting, emphasizing the extraordinary progress made in 2019 and the opportunities for growth in 2020 and beyond.  He will serve on the AALU Executive Committee as Immediate Past President through April 2020.

Wes Thompson Visit

Wes Thompson Visit

Capital Strategies had the privilege of entertaining Wes Thompson, CEO of M Financial, and his charming wife, Rosemarie at a dinner party on March 20th. The next morning, Wes visited the Capital Strategies’ offices, where he interacted with the CSG team regarding M’s strategic plan.

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.

Capital Strategies’ John Carter Chairs ASO’s Corporate Fundraising Drive

Capital Strategies’ John Carter Chairs ASO’s Corporate Fundraising Drive

John Carter is once again in charge of corporate fundraising for the Maestro’s Ball for 2017. Stay tuned to find out more about this wonderful event.  Capital Strategies’ John Carter was recently publically credited by honorees Dixon Brooke and Charlie Perry with chairing the 2016 Symphony corporate fundraising committee to a great result.  “The Alabama Symphony is critical to the quality of...

David Byers Elected to M Financial Board of Directors

David Byers, Managing Principal at Capital Strategies, has been elected to the Board of Directors of M Financial. M Financial is the industry leader in product development, in-force management, reinsurance, and underwriting. M Financial offers innovative, sophisticated solutions to help Member Firms’ clients accumulate, manage, and preserve wealth.

2016 ACTEC Southern Regional Meeting

2016 ACTEC Southern Regional Meeting

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...

David Byers Elected to Board of Directors of AALU

David Byers Elected to Board of Directors of AALU

On May 5, Capital Strategies’ Managing Principal David Byers was elected Secretary and a member of the Executive Committee of the Board of Directors of AALU (Association of Advanced Life Underwriters).  AALU a 40 year old organization that has become the “tip of the spear” for the advanced life insurance industry, actively lobbying Congress for the protection of life insurance products currently...