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Robert W. Finnegan, J.D., CLU®, Published in Trusts & Estates Magazine

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

Premium Financing with Indexed Universal Life: Part II

In case you missed it, check out his article that was published in the December 2017 issue of Trusts & Estates: Premium Financing with Indexed Universal Life: Part I.

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 about Trusts and Estates.

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 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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