Through the Wealth Lens

Game Changer: Protecting Athletes with Smart Insurance


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When it comes to anyone with significant wealth, especially professional athletes and entertainers, the use of life and disability insurance is vital in protecting it for themselves and their families. In our latest episode of Through the Wealth Lens, Max welcomes on Zach Wolkstein, insurance advisor of The Balaban Group out of Los Angeles, to discuss the use of said insurance policies, the process he uses to assess the type of policies that fit a client’s situation best, and how he coordinates them with the client’s overall financial plan and other professionals in the client’s circle.
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Through the Wealth LensBy UBS advisor podcasts