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Newton One focuses on sophisticated wealth transfer and preservation for ultra-affluent clientele through the implementation of innovative life insurance vehicles. However, circumstances change and due to a variety of reasons there may be opportunities to evaluate the long term viability and purpose of an existing life insurance policy. Join us for a discussion on how Tama Klosek, Managing Partner at Treyled Life Settlements and her experienced team can assist in determining whether a life insurance policy is no longer practical, and how to successfully engage the life settlement marketplace.
By Newton One, LLC5
44 ratings
Newton One focuses on sophisticated wealth transfer and preservation for ultra-affluent clientele through the implementation of innovative life insurance vehicles. However, circumstances change and due to a variety of reasons there may be opportunities to evaluate the long term viability and purpose of an existing life insurance policy. Join us for a discussion on how Tama Klosek, Managing Partner at Treyled Life Settlements and her experienced team can assist in determining whether a life insurance policy is no longer practical, and how to successfully engage the life settlement marketplace.