Jacob L. Hartz, J.D.Oct 25, 20222 min readThe Market for Integrated Insurance Planning Earlier this month, Wall Street Journal reporter Akane Otani tweeted an eye-catching chart from BofA, noting that "the 60/40 portfolio is...
Jacob L. Hartz, J.D.Apr 17, 20221 min readSuccess Story of the Month: Life Insurance Leverage for an Illiquid EstateQuick Facts Age: 42 Client goal: To provide predictable liquidity at death for estate taxes How the client was found: Client is a...
Jacob L. Hartz, J.D.Nov 18, 20213 min readEstate Planning InsuranceLife insurance can be a highly efficient, multi-purpose estate-planning tool when used correctly.