Michael DeFillipo, CLU® , ChFC®
Lies, Damn Lies, and Illustrations (in life insurance)
by Michael C. DeFillipo, CLU®, ChFC®, Partner, 1847 Private Client Group The backbone of an insurance proposal is the illustration. On...
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PEPC Newsletter
A BLOG ABOUT ESTATE PLANNING
Andrew J. Barron
Jan 57 min read
Circuit Split on Inclusion of Life Insurance Proceeds in Valuation of Closely Held Business Subject to Stock Redemption Agreement
Should life insurance proceeds be included in a fair market determination of closely held stock by a decedent?
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Victor Levy
Jan 510 min read
AI in Estate Planning – Challenges and Opportunities
by Victor S. Levy, president, Levy Wealth Management Group, and Eric DeSouza, summer associate at Levy Wealth Management Group. In 1970,...
27 views
Michael Mallick
Jun 22, 20234 min read
Marijuana Usage and the Current State of Life Insurance Underwriting
By Michael Mallick and Ryley Harper, Valley Forge Financial Group History & Current Legal Landscape With the passage of the Marijuana Tax...
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