Where Do We Go From Here? What Does PHL (Problem?) Mean to the Insurance Industry? How Can We Help Our Clients? YCISG welcomes guest Bobby Samuelson as a participant in our discussion...

Jerry Hesch Esq, our April 1 Study Group presenter, discussed Grantor and Non-Grantor trusts. Jerry discussed the benefits of providing financial models to clients and their advisors to depict the...

Please note that the first 27 minutes are open cocktail hour and some conversations were going on. The meeting starts at the 27 minute mark if you want to fast...