At the 2026 Lion Street Institute with Nick Rush and Kevin Anderson.
It’s great to dive into conversations around advanced planning, especially as the role of life insurance in complex strategies continues to evolve.
The talk around advanced planning continues to deepen, particularly when it comes to integrating life insurance into complex client strategies. Liquidity design, ownership structure, and long-term durability aren’t side discussions anymore, they’re central to the plan.
If you would like to connect, feel free to reach out.