Tag: estate planning

Understanding Indexed Universal Life Insurance

Listen to Wayne M. Zell, Esq., discuss how indexed universal life insurance works and whether it is right for you. http://www.blueprintforwealth.org/wp-content/uploads/2015/11/Indexed-universal-life-insurance.mp3Podcast: Play in new window | Download | Embed

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Premium Financing-Pros May Outweigh Cons

Listen to Wayne M. Zell, Esq., discuss the pros and cons of using premium financing for life insurance. This technique is particularly useful for high net worth individuals and for businesses…

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A Primer on a Trustee’s Powers

The following is excerpted from Wayne M. Zell’s “Blueprint for Wealth – Successor Trustee Manual”.  To purchase a copy of the manual, click here. A Trustee’s powers are dependent mainly on…

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Wayne Zell Interviews Eddie Fam of IMPACT Marketing & Events on Blueprint for Wealth!

Please join Wayne Zell and Eddie Fam, Principal at IMPACT Marketing & Events, at 10am, Saturday, August 4th, for his interview on Blueprint for Wealth, on 1500AM (820AM).  Eddie Fam…

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Please join Wayne Zell and Peter Suyama, of Ameriprise Financial Services, Inc., at 10am, Saturday, June 30th, on Blueprint for Wealth, on 1500AM (820AM).  Peter Suyama will talk about the business and personal financial services he…

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Rick Lesan of Frontier Advisors and Building Relationship Capital this Saturday on Blueprint for Wealth!

Please join Wayne Zell and Rick Lesan, Founder, Chief Executive Officer and Chief Investment Officer of Frontier Advisors, at 10am, Saturday, June 9th, on Blueprint for Wealth, on 1500AM (820AM).  Rick Lesan will discuss what investors need…

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John Aggrey of BizGravity and Incentive Trusts this Saturday on Blueprint for Wealth!

Please join Wayne Zell and John Aggrey, Managing Partner of BizGravity, at 10am, Saturday, April 21st, on Blueprint for Wealth, on 1500AM (820AM).  John Aggrey will discuss BizGravity, an online auction marketplace where business professionals can bid, buy and…

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10 Most Common Asset Protection Mistakes discussed this Saturday on Blueprint for Wealth

Please join Wayne Zell and Richard Lesan, Founder of Frontier Advisors, LLC, at 10am, Saturday, March 24th, on Blueprint for Wealth, 1500AM (820AM) on Federal News Radio.  Richard Lesan will discuss the investment philosophy his firm uses to…

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MJ Jacobsen, Vice President of Communications for National Geographic & Estate Planning in 2012

MJ Jacobsen, Vice President of Communications for National Geographic, joins Wayne Zell this Saturday, at 10am on December 3rd, on Blueprint for Wealth on 1500AM and 820AM.  MJ Jacobsen will discuss the mission…

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Listen to John Dedon this Saturday on Blueprint for Wealth!

Please join Wayne Zell this Saturday, at 10am on October 22, for Blueprint for Wealth on 1500 AM and 820AM.  Wayne's special guest this week will be his partner John Dedon,…

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