Samuel Waxman

For businesses with multiple shareholders, executing a comprehensive shareholders agreement is essential to ensure stability…

As a lasting generational gift, Grandma and Grandpa are interested in securing permanent insurance planning…

Jill is a 30-year-old veterinarian and new mother who is focused on protecting her family’s…

Meet Claire, a 42-year-old CFO who has been instrumental in driving her company’s success. Recognizing…

When running a business, it’s important to consider the financial burden that could occur if…

Next up in our Client Profile series, we explore Elise’s insurance planning journey. As a…

As you navigate your professional journey, whether climbing the corporate ladder, mastering the trades or…

Meet Jimmy. He’s 7 and his parents understood the importance of securing insurance planning while…

Child life insurance is a complex but crucial topic for many parents. It's important to…

In the next installment of our Client Profile series, we feature Jeremy, a 36-year-old investment…