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Robert W. Finnegan, J.D., CLU®, AEP®, Published in Trust & Estates

We are pleased to announce that the following article by Robert W. Finnegan, J.D., CLU®, was recently published by Trust & Estates.

Premium Financing with Indexed Universal Life: Part I

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Trusts & Estates is the pre-eminent, peer review journal and website for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and non-profit corporations. LEARN MORE

 

Bob is the Senior Vice President, Advanced Planning Attorney for Highland Capital Brokerage and specializes in advanced planning for high net worth and ultra-high net worth clients. Bob can be reached at 518.424.8928 or bfinnegan@highland.com.

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Highland Capital Brokerage

Highland Capital Brokerage

Highland Capital Brokerage is committed to developing client-focused relationships with financial advisors using our core competencies of life insurance, annuities, and long-term care. We distinguish ourselves by providing point-of-sale support, advanced marketing, and creative estate and business planning techniques.
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