Samuel Waxman

Universal Life insurance is part permanent insurance, part tax-sheltered investment account.

In today's complex financial landscape, high-net-worth individuals and business owners are continuously seeking strategies to…

A buy-sell agreement is essential for a smooth ownership transition when a shareholder dies or…

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…