Richard Baier, JD, CLU®, ChFC®, AEP®, CFP®, CAP®, is corporate vice president in case development with The Nautilus Group®, a service of New York Life. He joined the company in 2010 as a case consultant in the business and estate unit. Richard is an attorney with more than 37 years of financial, estate, business, charitable and benefits planning experience. Richard.Baier@wcinput.com
Every business owner has problems to solve. What most business owners do not realize, however, is that cash value life insurance can be one of their better problem-solving tools. Read More >
Michael is the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Md. firstname.lastname@example.org
Explore the benefits of intrafamily mortgage loans for your clients. Read More >
Sophia Duffy, JD, CPA, is an assistant professor of employee benefits at The American College. Duffy is an attorney and CPA practicing in Pennsylvania. Duffy graduated from Temple University’s James E. Beasley School of Law and received a B.S. in accounting from Rutgers University. Sophia.Duffy@wcinput.com
Help your clients secure the future for their special needs children through tax and estate planning. Read More >
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