WealthCAP SPEAKS Podcast

On this episode with Patrick Meagher, COO of Novus Intelligence, we will learn how you can manage your digital footprint and keep the information you deem most sensitive from being exposed or sold on open and dark sources. Have you ever walked through the mud or snow and looked back to see the trail of footprints you just left? If so, you were probably thinking that the trail would help you find your way back, meanwhile someone else may be using that trail to track your movements and obtain insight into exactly what you are doing without you being aware. Your internet activity leaves footprints across the digital landscape for hackers, identity thieves, and other individuals to not just identify your location, but learn everything about you. 

An interview with Andrew M. Katzenstein, one of the top estate tax attorneys in the country and a Los Angeles based Partner at Proskauer.  Hear Andy break down in plain English the proposals within the For the 99.5 Percent Act recently drafted and how the new rules could disrupt the estate planning world as we know it.

Patrick Maegher, COO at Novus Intelligence, joins us for a conversation about cybersecurity risks. If your family office or private wealth organization were a target of a coordinated cyber-attack, would you know it even happened? Do you, your workforce, and your family have the knowledge and tools needed to prevent, mitigate, and respond to a cyber-attack happening in real time? Organizations are being forced to adjust their strategic approach to securing their systems due to a volatile digital landscape, and malicious cyber actors are adapting more quickly and efficiently than you may be aware.  

The underwriting process is a complicated and highly scrutinized process.  Craig Welch, CEO of LongRoad Risk Management, explains why it’s the only component of the entire life insurance purchase process that can work in your favor if you have the right advocate working for you – the risk in underestimating underwriting can be money out of your pocket into the carries.

Discussion with Craig Welch, President & CEO of LongRoad Risk Management, about the reasons driving the skepticism when purchasing life insurance and how to navigate those elements to find the right life insurance broker who will advocate in your best interest and knowing when you really need to consider it.