National Association of Plan Advisors reposted this
A Certified Private Wealth Advisor focused on helping successful lawyers and lobbyists protect their income and assets from creditors, predators, professional pretenders, and confiscators with taxing authority.
A big thank you to Mike Shannon and Clay Kennedy, NQPC for inviting me to Newport's NQ conference in San Diego for their corporate update, plus insights from the major COLI, BOLI, and ICOLI providers. It was a very interesting and insightful couple of days for me as I was once again reminded, the more I know, the more I know what I don't know, so I gotta keep learning! Appreciated hearing the perspective of Marc Cadin from Finseca during his presentation. Actually compelled me to go online and join the organization while sitting in the meeting. Finally, very appreciative of Newport's support of the National Association of Plan Advisors NQPC designation and annual conference. They have been there for us since day one and now boast the the largest cluster of NQPC designees anywhere in the industry.