Tag: Estate Tax Exemption

FEATURE
REPLAY: Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

REPLAY: Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

By |

With the typical asset division in investment planning being turned on its head, life insurance could be a beneficial alternative option. 

How does life insurance fit within portfolio planning?

In this episode, Iván Watanabe and Evan Wohl speak with Bobby Samuelson, Executive Editor at Life Product Review and President of Life Innovators. Together they discuss whole life insurance by exploring the importance of understanding the insurance company and its investment strategies when choosing a whole life policy.

Join the conversation and learn about:

  • How life insurance acts as an alternative investment
  • The complexities of investing in bonds
  • The importance of owning a participating policy from a mutual insurance company
  • How whole life insurance can benefit you as a fixed-income asset class
  • And more

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Bobby Samuelson:

About Bobby Samuelson:

Bobby co-founded Life Innovators in 2018 and has been President and CEO since its inception. Bobby was formerly Senior Vice President and Head of Life Insurance and Annuity Product Development and Pricing at Brighthouse Financial and Vice President of Life Product Development at MetLife. He is also the Executive Editor of The Life Product Review since 2012. Bobby is a regular keynote speaker at corporate and industry events.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

FEATURE
Life Insurance with Bobby Samuelson, Part 2: Index Universal Life Insurance

Life Insurance with Bobby Samuelson, Part 2: Index Universal Life Insurance

By |

Considering Indexed Universal Life Insurance (IUL) but still trying to figure out where to start? 

You aren’t alone. 

Social media has promoted its benefits but also some misconceptions which can lead to confusion.

In this episode of WealthStyle, Iván Watanabe and Evan Wohl are joined by Bobby Samuelson, Executive Editor at Life Product Review and President of Life Innovators for part two of this Life Insurance mini-series. 

Join the conversation to get a better understanding of:

  • Indexed Universal Life Insurance; it’s benefits and risks
  • Why you shouldn’t always believe what you see online concerning life insurance
  • The difference between Whole Life Insurance and Indexed Universal Life Insurance
  • And more

Resource:

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Bobby Samuelson:

About Bobby Samuelson:

Bobby co-founded Life Innovators in 2018 and has been President and CEO since its inception. Bobby was formerly Senior Vice President and Head of Life Insurance and Annuity Product Development and Pricing at Brighthouse Financial and Vice President of Life Product Development at MetLife. He is also the Executive Editor of The Life Product Review since 2012. Bobby is a regular keynote speaker at corporate and industry events.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

FEATURE
Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

By |

With the typical asset division in investment planning being turned on its head, life insurance could be a beneficial alternative option. 

How does life insurance fit within portfolio planning?

In this episode, Iván Watanabe and Evan Wohl speak with Bobby Samuelson, Executive Editor at Life Product Review and President of Life Innovators. Together they discuss whole life insurance by exploring the importance of understanding the insurance company and its investment strategies when choosing a whole-life policy.

Join the conversation and learn about:

  • How life insurance acts as an alternative investment
  • The complexities of investing in bonds
  • The importance of owning a participating policy from a mutual insurance company
  • How whole life insurance can benefit you as a fixed-income asset class
  • And more

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Bobby Samuelson:

About Bobby Samuelson:

Bobby co-founded Life Innovators in 2018 and has been President and CEO since its inception. Bobby was formerly Senior Vice President and Head of Life Insurance and Annuity Product Development and Pricing at Brighthouse Financial and Vice President of Life Product Development at MetLife. He is also the Executive Editor of The Life Product Review since 2012. Bobby is a regular keynote speaker at corporate and industry events.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

FEATURE
Tactical Practices For Business Estate Taxes With Jeremy Suarez and Michael Canarick

Tactical Practices For Business Estate Taxes With Jeremy Suarez and Michael Canarick

By |

Do you have a plan in place if you lose some of your key employees? What if you could no longer afford to maintain your key employees and business due to taxes? 

Preparing for any of these scenarios is imperative for all business owners. 

In this episode, Iván Watanabe is joined by Jeremy Suarez, managing partner at TOMORO and Michael Canarick, partner at Canarick & Canarick. Together, they dive into estate taxes for business owners and the cost of the potential new tax law. They also explain how business owners are attracting, rewarding, and retaining key employees through benefit programs and bonus strategies.

Iván, Jeremy, and Michael discuss:

  • How employers are incentivizing key employees to stay
  • Why key man insurance is necessary for any high-level employee
  • What will be impacted by the changes to the tax law
  • How clients can take advantage of the current tax law
  • And more!

Resources:

Connect with Jeremy Suarez:

Connect with Michael Canarick:

Connect With Iván Watanabe:

About Jeremy Suarez:

Jeremy joined Tomoro as a managing partner in 2014. When working with individual households on their wealth creation strategies; the focus is on all areas of wealth accumulation, protection, and distribution.  As a certified exit planning professional, Jeremy supports business owners with a full range of business continuity, succession, and exit planning recommendations; with a core focus of optimizing value.

About Michael Canarick:

Canarick & Canarick was founded by Michael Canarick, an estate planning attorney with a Master of Laws in Taxation from NYU and a member of the New Jersey, New York, and Pennsylvania Bars. Michael has over 15 years of experience in counseling on tax and estate planning matters and developing strategies that will help create and preserve wealth through generations. Michael’s practice consists of reviewing and drafting legal documents for clients and educating them on the various options that exist when it comes to the distribution of their assets.

 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More