March 08, 2024

Episode 10: Life Insurance & Estate Planning with Special Guest Jacob Hartz

42 minutes

In this podcast, Sev speaks to Jacob Hartz, J.D. Managing Director of NFP Insurance Solutions in Chicago, IL about the various applications of life insurance, particularly in regard to estate planning. Topics discussed include how life insurance can be used to mitigate estate taxes, transfer wealth efficiently, and how it can be used as a way to provide executives and business owners with retirement benefits.

About Jacob Hartz

https://www.nfpis.com/jacob-hartz

Jacob Hartz is the Managing Director at NFP Insurance Solutions (https://www.nfpis.com). He earned his J.D. from the Cordozo School of Law (https://cardozo.yu.edu/) with an emphasis in Trusts and Estates, Partnership and Federal Taxation.

Jacob advises wealthy families in regard to their estate planning needs using life insurance, premium finance, wealth transfer strategies and business succession solutions and is a member of the Chicago Estate Planning Council (https://www.cepcweb.org/).

Jacob is an adjunct lecturer at Northwestern University’s school for Professional Studies (https://sps.northwestern.edu/) where he teaches the Risk Management and Insurance Planning module of the CFP® curriculum.

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