Advisory

Insurance

Visionaries
NYCEDC Managing Director Eric Clement Went from Working on Wall Street to Diversifying New York’s Economy
After doing private equity deals in places as remote as South Sudan, a jet-setting Oxford grad chose a government job in New York to be a part of a finance “SWAT team.”
Visionaries
Why Zillow Co-founder Spencer Rascoff Retired at 43 and What He’s Doing Next
Spencer Rascoff had incredible success co-founding tech giants like Hotwire and Zillow—all by age 30. Now, he’s combining his eclectic experience to propel his new endeavor: the Los Angeles–based tech news site, dot.LA.
Visionaries
How Discovery Land Company’s Mike Meldman Develops the World’s Most Exclusive Private Clubs and Resort Communities
A combination of gut instincts and hard work has brought Mike Meldman success on his own terms.
Visionaries
NextGen 10: Real Estate & Finance [2020]
Meet our NextGen 10 Real Estate and Finance class of 2020.

The Latest

Eyes Wide Open: Recognizing Today’s Most Critical Risks Impacting Entrepreneurs—and What You Can Do to Protect Your Fortune and Family

The President and CEO of Private Risk Capital Development Advisors discusses wealth protection during the...
By Bradley A. Barros | Private Risk Capital Development Advisors, LLC

Efrem Harkham: A Journey From Rags to Riches, From Baghdad to Beverly Hills

Though hardship has punctuated his journey, it’s also been marked by kindness—given and received—along...
By Channaly Philipp | The Epoch Times

Are the Golden Years a Myth?

Even with careful planning, life in retirement can bring some unintended baggage.
By Martin Levy, CLU/RHU | Corporate Strategies, Inc.

On the Importance of Diversity and Inclusion in the Workforce

Danone Simpson, President & CEO of Montage Insurance Solutions, explains how women-owned businesses are...
By Danone Simpson | Montage Insurance Solutions

Should You Refinance Your Life Insurance Policy?

Many life insurance companies have been making changes that are affecting policies.
By Scott Zimmerman | CorpStrat, Inc.

Retaining Your Top Performers

Don’t let the good ones get away.
By Martin Levy, CLU/RHU | Corporate Strategies, Inc.

23andMe And Your Financial Future

An unintended and growing impact of genetic testing is that insurance products will slim, retract, and...
By Martin Levy, CLU/RHU | Corporate Strategies, Inc.

The Living Benefits of Life Insurance

Bringing clarity to the weighty terms in your life insurance policy
By Scott Zimmerman | CorpStrat, Inc.

The Need For Long-Term Care Insurance in Everyone’s Lives

As with car insurance, homeowner insurance, and health insurance, long-term care coverage is one of the...
By Scott Zimmerman | CorpStrat, Inc.

‘Survey Says’ … Show Me Long-Term Care Planning!

Martin Levy of CorpStrat Inc explains why having necessary conversations about long-term health care helps...
By Martin Levy, CLU/RHU | Corporate Strategies, Inc.

2 Vital Tips for Effective Enterprise Risk Management

Starting in the middle of the process with a self-sustaining ERM light program
By Lars Rathje | Lockton Insurance Brokers, LLC

Annuities–Friend or Foe?

The most misunderstood consumer financial instrument in our economy
By Martin Levy, CLU/RHU | Corporate Strategies, Inc.


C-Suite Advisors

The 12 Reasons Owner Transitions Are Not Successful (and What to Do About It)

How to Protect Your Financial Health during the Pandemic

Financial Crisis Flashback: Dealing in Distress

Making Lemonade out of Lemons: The Triumph of a Positive Attitude

Hiring a Wealth Management Team

How to Plan Your Estate Amid a Global Pandemic

Branding and Innovation in the Cannabis Industry

Food and Beverage Brands Adopt D2C To Compete and Thrive

The Digital Doctor's Office

Navigating the Conflicted and Emotional Stages of Divorce through Thoughtful Planning

Are the Golden Years a Myth?

How to Protect Yourself from High-Profile Cyberattacks

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