A Full Service Insurance Brokerage Firm

Videos

Watch the webinar from January 13th for a discussion led by Carly Brooks, AVP and Counsel - Head of Advanced Markets at John Hancock, on the topic of wealth transfer strategies and opportunities for high-net-worth clients based on President-elect Joseph Biden's proposals, as well as how likely it will be that certain legislative changes will occur. Carly presented ideas and resources to help put the tactics presented into action.
HNW Wealth Management in a Biden Presidency Webinar
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3Lk5iODR4NFdLLWpN
Watch the Zoom webinar from December 2nd with Marc D. Schein of Marsh & McLennan, and Troy M. La Huis of Crowe. Together, they educated us on how to prepare, navigate and respond to the very real threat of cyber attacks. In this webinar, you will learn: What cyber insurance is, and how has it evolved The importance of educating and training employees How to educate and train, including what policies, internal procedures and controls, and data governance to establish How to protect against social engineering/human error About cybersecurity insurance- including what the appropriate level of coverage is, as well as how to integrate it with other insurance coverages How to set up a cybersecurity team in case of a breach How to structure a response plan to a breach
Prepare, Navigate and Respond to Cyber Risk Webinar
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3LnM3cUZVdjlEaGFF
Watch the webinar from November 18th where Andrew Roth and Mark Hamilton of Danziger & Markhoff, LLP educated us on new qualified retirement plan opportunities available under the CARES Act and SECURE Act, as well as how you can help your clients navigate the Paycheck Protection Program's forgiveness phase with ease.
Cares Act & Secure Act Webinar by the Pension/Profit-Sharing Experts!
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3Lmo1blRFeGpEdDFr
Watch the webinar from Wednesday, November 4th with Max T. Krotman, Managing Partner of Globalforce International, Inc. Max reviewed the valuation, financing and payout options involved in the sale, merger or acquisition of accounting practices of various sizes, and he provided guidance for the transition process.
Learn How to Sell Your Accounting Practice with Max T. Krotman
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3Ll8tRXZFSUpoTHVr
In 1999, a gentleman by the name of Ken Crabb was asked by a billionaire family to develop a tax-deductible means of owning and funding life insurance. Enter Restricted Property Trusts (RPT). Since developing this technique, Ken has successfully implemented hundreds of RPTs each worth hundreds of millions of dollars and has defended 19 of these clients in IRS audits, winning all 19 audits - 5 of which were won on appeal. The techniques being discussed can help you bring tremendous value to those clients of yours who are business owners with earnings in excess of $600,00 per year.
Restricted Property Trust Webinar with Ken Crabb
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3LkVxdWJ4UUpieFdn
Neil Himmelstein, President of Main Street Planning Group, and Carmen Sierra, Senior Underwriter for Main Street Planning Group will discuss the various benefits of field underwriting from a health and financial basis. They will also go over how to write a cover letter that will get your cases done. NEIL HIMMELSTEIN - PRESIDENT Neil Himmelstein founded Main Street Planning Group, a full service life brokerage that began in 2008. MSPG wholesales, life, annuities, disability, and long term care insurance. Neil's expertise is in advanced case design and underwriting; specializing in high net worth planning and concepts for individuals and businesses. Neil is an advocate for long term care planning and utilizes stand-alone and hybrid insurance solutions as well as legal and financial concepts to protect client needs. CARMEN SIERRA - SENIOR UNDERWRITER Carmen is an experienced in-house senior underwriter who has worked with Met Life and ING for twenty plus years. She is fluent in Spanish and English and heads up MSPG's underwriting and licensing departments.
Field Underwriting Webinar
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3LmliUHp4dmYtTTY4
Cutting Edge Estate Planning Techniques
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3LjJ5MkFrRUJWck1Z
Neil, Arthur, Nichole, and Rhonda discuss the implications of COVID-19 on Insurance, Legal, Accounting, and Financial planning.
Family & Estate Planning with a Heart
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3LkxBN0w5WmE3b2w4
Neil and Rob discuss how to sell insurance during COVID-19.
Neil Himmelstein & Rob Fishman - Selling In Uncertainty
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3Lkx3NU1MV0FMQ29v
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