Our Blog

Capital Conclave: Expert Dialogues in Financial Independence

In this video, several essential topics are discussed: SLATS, Family Office, and Dynasty Trusts.

What They Don't Tell You about Survivorship Split Dollar Insurance

Survivorship Split Dollar Insurance is a type of life insurance agreement that can be a game-changer for…

Invest, Save, Prosper: Smart Money Moves for Young Professionals

Many young professionals underestimate the importance of financial guidance, viewing it as a luxury or…

Redefining Staff Morale: Making the Most of Employee Benefits

Many employees fail to fully comprehend or utilize these advantages, akin to leaving money on the table every payday.

Estate Planning for Smoother Inheritance Navigation

Estate planning goes beyond simply dividing up your assets after death.

The Legacy Challenge: Combatting Generational Wealth Loss for Future Prosperity

Striving to build generational wealth is certainly a noble goal, and one that many high net worth families aspire to.

IRA Annuity Arbitrage: The New Path to Financial Stability

The strategy known as IRA Annuity Arbitrage may enable you to eliminate the double tax at death, especially if your IRA nest egg exceeds $1,000,000.

Spring into the 2024 Tax Season: Strategies for a Breezy Experience

As the flowers bloom, so do our tax responsibilities. Here are some strategies to make tax season a breeze.

This Is Our Team

Hear from our unique perspectives on what makes our team shine, deliver, and doing it all in the client’s best interest.

Above and Beyond

Delivering quality service to our clients is key in any relationship. Going above and beyond motivates Tom as he strives towards helping people realize their goals.

Why We Do, What We Do

Greenberg & Rapp’s Founding Partner, Ron Greenberg, shares his take on why we do what we do; and the commitment we all make to ourselves, and our clients.

Navigating Employee Retirement Benefits: A Guide for Decision Makers

As decision makers, selecting the right firm to handle your employee retirement benefits is a crucial task.

The Art of Wealth Management

This video topic is on establishing what wealth management is and how you could potentially benefit from it.

Preserving High Net Worth Families' Legacy through PPLI

At its core, PPLI combines the benefits of a life insurance policy with the flexibility of a private placement investment.

Video – AMPT Golf Outing

We are thankful that this event brings smiles to children across our great state of New Jersey.

The Hidden Power of Tax-Reduction Strategies

This video topic is on how to uncover tax-reduction strategies that may help potential wealth growth.

Art of Business Planning and Succession

Business planning involves creating a comprehensive strategy that encompasses your vision…

A Journey to Preserve Your Legacy

Estate planning involves creating a comprehensive strategy to manage and distribute your assets…

Unraveling the Mysteries of PPLI

At its core, PPLI combines the benefits of a life insurance policy with the flexibility of a private placement investment.

Unraveling the Wonders of 401(k)

Greetings, fellow readers! Today, let’s embark on a journey through the realm of retirement planning and explore…

Greetings from the Garden State

Watch as we discuss the upcoming launch of 1776 Connects networking group with our friends Jackie and Nick of AMPT and hosted by Mike Ham.

Life Insurance for the Not-So-Silent Majority

Almost every article published about life insurance in Trusts & Estates is focused on the ultra-high-net- worth (UHNW)…

MLB and NFL Athletes Can Get High Limit Coverage

We are excited to announce that we are able to offer High Limit Coverage to MLB athletes and High Limit Disability…

NFL Players Dine In Morristown As Part Of Fundraising Event

NFL Players Dine In Morristown As Part Of Fundraising Event Members of the NY Giants recently dined at 1776 by David Burke in support of the nonprofit…

New Jersey Secure Choice Savings Program

What is the New Jersey Secure Choice Savings Program? The New Jersey Secure Choice Savings program is a state sponsored retirement plan…

Jay Adkisson

Wed. November 17 | 10am PT Asset protection is commonly used to mitigate the effects of future creditors, lawsuits, and other liabilities. Jay Adkisson, attorney and Managing Partner of Adkisson Pitet LLP, explores current planning trends and how life insurance can be an effective asset protection tool when used within trusts and advanced estate planning […]

Andy Friedman

Wed. November 11 | 10am PT Proposed changes to tax legislation could have significant market and economic impacts. In this special legislative session, Washington insider Andy Friedman discusses what proposed tax changes could mean for retirement investors and small business owners, and offer insights for year-end planning.  

Ella Chase

Wed. September 29 | 10am PT Ella Chase, co-founder of Wellth Works and a sixth-generation inheritor within a family enterprise, uniquely understands the advisor-client relationship for HNW women. Ella will discuss tactical tools to improve advisor relationships with clients and their family members so that advisors can “stick with the family,” and she’ll address and […]

Tracy Brower

Wed. August 18 | 10am PT Join sociologist and author Dr. Tracy Brower for an engaging discussion about the future of work, leadership, and engagement and how to best motivate ourselves and employees. Dr. Brower will cover new research, surprising insights, and pragmatic approaches to cultivate and sustain resilience and success through the continuous changes […]

Andy Friedman

Wed. June 23 | 10am PT Andy Friedman is known for his unique insight and analysis of the political landscape and prospective legislation. He will share his views on proposed tax changes and what this could mean for all facets of the financial industry.  

Paul Sullivan

Wed. April 15 | 10am PT Paul Sullivan writes the Wealth Matters column for The New York Times covering issues from private banking and wealth management to philanthropy and inheritance. His articles have appeared in publications such as Fortune, Money, and The Financial Times.  

Ian Bremmer

Wed. March 18 | 10am PT Join renowned political scientist Ian Bremmer for a trip around the world in 20 minutes. Ian unpacks the geopolitical landscape and its impact on the U.S. economy, climate issues, cybersecurity, and more. He shares why we should feel optimistic about the post-pandemic recovery, as well as the principal global […]

Jonathan Godsall

Wed. February 24 | 10am PT Jonathan Godsall provides data-driven insights into how the insurance industry is adapting to meet the expectations of the client of the future. Watch the replay to hear more about the trends reshaping the industry, the changing needs of consumers, and the importance of expanded and enhanced digital capabilities.  

Andy Friedman

Wed. February 17 | 10am PT Andy Friedman provides a comprehensive review of the new Washington landscape and its potential effects on taxes and investing.  

Paulo Pinho

Wed. January 27 | 10:00 am PT Dr. Paulo Pinho looks at why COVID-19 has caused challenges finding coverage for jumbo cases and older clients. Dr. Pinho discusses co-morbid conditions and how they exacerbate COVID-19, how reinsurers view COVID-19, the keys to success for the vaccines, and what has to happen before things return to […]

Kedra Newsom

Wed. October 28 | 10:00 am PT Kedra Newsom of Boston Consulting Group engaged the M Community in a robust discussion about women’s wealth and the complex needs of HNW and UHNW women. She shared specific strategies for advisors in this market and how the industry is changing to better reach this audience.  

Paul Ryan

Wed. October 7 | 10:00 am PT M Financial was honored to welcome Paul Ryan, former Speaker of the U.S. House of Representatives, as our fall Future of Insurance keynote speaker. From his two decades in office to the founding of the nonprofit American Idea Foundation, Paul Ryan’s career has focused on public policy and […]

Carrier Discussion

Wed. September 23 | 10:00 am PT Henry Wong & Tod Nasser – John Hancock & Pacific Life Wondering how the current state of the economy and capital markets are impacting carrier portfolios and investments, and what that means for new business? Tod Nasser of Pacific Life and Henry Wong from John Hancock engaged in a panel discussion […]

Don Delf

Wed. September 9 | 10:00 am PT Don Delf, Private Wealth Advisory Leader for PwC US, brought his legacy and expertise in private wealth to answer the trillion-dollar question: What’s top of mind for business owners and family offices heading into elections and uncertainty? Don also explored how elasticity of exemptions is critical in the […]

Tony Arnerich

Wed. August 12 | 10:00 am PT Multi-Impact Asset Management in the Current Economy Tony Arnerich explored current trends related to ESG (environmental, social, governance) investing, intentional investing, and wealth transfer to the next generation. He demonstrated how the pandemic has created opportunities for environmentally and socially responsible investing and the implications to your clients’ […]

Scott Clemons

Wed. July 29 | 10:00 am PT Investing in the Wake of a Pandemic Scott Clemons, Chief Investment Strategist for Brown Brothers Harriman, examined the data around the pandemic’s effects on the economy. He also discussed the impact for insurance companies managing large amounts of money, what it means for your clients’ portfolios, and the […]

Zanny Beddoes

Wed. July 15 | 10:00 am PT Our Global Economy in the Post-Pandemic World KEYNOTE SPEAKER: Zanny Minton Beddoes – The Economist Named one of the Most Powerful Women in the World by Forbes, Zanny Minton Beddoes is a leading voice at the intersection of economics and policy. Known for delivering sophisticated insight on all facets of […]

Marc Cadin and Armstrong Robinson

Wed. June 24 | 12:30 PT COVID = Accelerant for Change AALU/GAMA’s Marc Cadin and Armstrong Robinson examined developing political trends and what financial professionals should expect through election day. They also explored the long-term impact of recent regulatory and legislative actions and identified the top opportunities and threats these regulations will generate for financial […]

Marc-Andre Giguere

Wed. June 17 | 11:00 am PT What do your HNW clients and key advisors need to know about how the reinsurance sector is responding to current What do your HNW clients and key advisors need to know about how the reinsurance sector is responding to current market conditions? Marc-Andre Giguere discussed possible ripple effects […]

Doug French

Wed. June 3 | 10:00 am PT Beyond COVID 19 – How the insurance industry will reimagine their business. Doug French, Ernst & Young’s Managing Principal of Insurance & Actuarial Services, examined the current economic disruption, its impact on the global insurance marketplace, and the effects on wealth transfer for the UHNW client, followed by […]

Colin Devine

Wed. June 3 | 10:00 am PT Outlook for the U.S. Life Insurance Industry After COVID-19 Colin Devine, Principal of C. Devine & Associates, examined the current status of the U.S. life insurance industry and how life insurers are doing amid COVID-19. Colin offers deep insights into what to expect in the coming months, the new […]

Dr. Quincy Krosby

Wed. May 6 | 10:00 am PT Of the Moment Market Outlook Dr. Quincy Krosby, Prudential’s Chief Market Strategist, discussed how the pandemic is impacting financial markets and the overall economy. Dr. Krosby explored the recent and rapid shift in consumer behavior and the emergence of new technologies for navigating the current landscape, and she […]

Jeff Bush

Wed. April 22 | 9:30 am PT An Overview of the Political Environment, Prospective Legislation, and Strategies for Investment and Retirement Planning Jeff Bush and Andy Friedman have collaborated on a 2020 presentation that addresses all of the issues brought about by the recent coronavirus pandemic. In his April 22 presentation, Jeff explored the details […]