top of page
Home
Our Practice
Client Solutions
Advisor Solutions
International Solutions
Our Professionals
Howard E. Sharfman
Warren McGuire
Ferne Landman
John Irvin
Jacob L. Hartz
Roger Brooks
Larry Lubin
Guy Zomick
Leigh Harter
Steve Schaumberger
Jordan Berger
Todd Loving
William Browning, Jr.
Peter Friend
Devra Gerber
Nathan S. Hobaugh
Kevin Bewley
Eric Diaz
Sam Steinberg
Insights
Press
Careers
Managing Director
Director
Contact
More
Use tab to navigate through the menu items.
Insights
Stay in the loop on NFPIS updates, industry trends, expert insights, and more.
Take Your Life Insurance to the Doctor: Why Policy Review is Critical
Let's explore why a policy review is critical to adapt someone's life insurance to their changing goals.
Leigh Harter
Oct 10, 2023
4 min read
Whole Life Insurance
Recent market volatility has led to a resurgent discussion about non‐correlated assets including whole life insurance. Let’s revisit what...
Narra Megli
Nov 18, 2022
4 min read
The Market for Integrated Insurance Planning
Earlier this month, Wall Street Journal reporter Akane Otani tweeted an eye-catching chart from BofA, noting that "the 60/40 portfolio is...
Jacob L. Hartz, J.D.
Oct 25, 2022
2 min read
bottom of page