Life Insurance and Wealth Managers

Life Insurance and Wealth Managers

Last year Russ Alan Prince wrote an outstanding article for Forbes about the integral role life insurance has within wealth management practices. As he mentions, almost 80% of wealth managers within multi-family offices have turned towards outsourcing life insurance expertise, largely due to the specialized knowledge that this field requires. At the same time, the financial…

Finding Your Perfect Fit

Finding Your Perfect Fit

I wanted to say a quick thank you to Eric Kasimov, Elizabeth Mujal, Loring Williams, Mitch Long, David Clark, Kyle Green, Kav Tucker, and Luke Kaplan and the entire team at KazSource for giving me this opportunity to be a part of such an amazing team and to serve as Chief Operations Officer.  WHY KAZSOURCE…