The Perfect Blend

Posted on June 6, 2018June 8, 2018

Column: Consider giving lapsing insurance policy to charity

Posted on October 14, 2016October 19, 2016

Posted on October 3, 2016October 3, 2016

Optimizing Charitable Donations of Life Insurance Policies: Methods and Tax Consequences

by
Robert D. Stuchiner, CLU
Kevin J. O’Connor, CLU
Nicomedes Sy Herrera, ESQ.
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Posted on August 25, 2016October 21, 2016

Director Nico Herrera presents the Oakland Diocese, Bishop Michael C. Barber, with a donation.

Posted on July 22, 2016October 20, 2016

Robert Stuchiner presenting at AALU 2016: Exit Strategies for Life Insurance: Plan, Annuitize, Swap, Sale & The Case for Gift to Charity.

Posted on April 1, 2016October 21, 2016

David B. Simon presents the St. Louis Jewish Community Center with a donation.

Posted on January 16, 2015June 11, 2015