Frank W. Seneco

Too Much Of A Good Thing

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There might come a time that your wealthy clients find themselves with too much life insurance, and they might want to convert policies into investable assets.

With Hedge Fund Start-Ups, It’s Fortune Over Fame

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There are a number of compelling reasons money managers establish hedge funds, but it seems that wealth creation is a paramount goal among partners, and by a wide margin...

Custom-Made Annuities

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When it comes to investing, the wealthy are intensely concerned about fees and after-tax investment returns...

Unlocking The 401(k) Toolbox

by Frank W. Seneco & Timothy J. Desmond

The ability to deftly use qualified retirement plans is extremely valuable for business owners...

Hedge Funds Find Liability Solution

by Frank W. Seneco, R. Wesley Sierk III & Alan S. Kufeld

Captive insurance com-panies—entities created by firms to manage the same types of risks that are normally covered by traditional insurance companies—are increasingly being embraced by hedge...

Holy Grail Of ‘Enough’ Insurance

by Frank W. Seneco

Sometimes, there are limits to even what a billionaire can buy...

U.S. Life Insurance Ideal For Foreigners

by Frank W. Seneco

For affluent foreign nationals, there are significant advantages to purchasing U.S. life insurance policies...

Giving That Gives Back

by Edward A. Renn & Frank W. Seneco

Large income tax events are often met with distress by tax bill recipients, but they are a nice problem to have.

Keeping What You Make

by Edward A. Renn

Investors care about what they keep, not what they earn.