Newton Knowledge Podcast

With top talent being an organization’s most valuable asset; recruitment, rewarding and retention has never been more valuable. Newton One speaks with Erik Reynolds from M Financial to discuss the importance of adequate income protection for all, and how Executive Disability Insurance programs compliment current benefits portfolio, providing significant value for employers, employees and executives in this competitive business landscape.

Newton One speaks with Mark Lingerfield from MPI to explore the important estate and business succession topics of Valuations and Forensic Accounting.  Be sure to tune in to learn about the current environment for this critical business as the landscape for estate and business successions is rapidly changing.  Understanding the importance of teaming with professional and experienced advisors is critical. 

Private Placement Life Insurance (PPLI) can offer significant tax favored growth advantages for certain individuals and companies.  As we anticipate increased tax rates, an understanding of this product is important.  Join Newton One and Mark McCullough for an in depth analysis and opportunities available.

Join Newton One and Erik Eklund for a discussion about current opportunities for advanced insurance and estate planning due to recent changes, likely upcoming changes and the current economic environment.  Hear how there may be some unique strategies that can be implemented now that offer potentially significant advantages to certain types of individuals and families. 

Thomas Hollinger, President and CEO of Newton One Advisors, LLC has more than 40 years of experience in the financial services industry. Tom and his firm specialize in non-qualified retirement plans, executive benefits and estate and wealth transfer planning.