|
Strategic Relationships
 |
Ira S. Neiman |
| Shefsky & Froelich Ltd. |
| www.shefskylaw.com |
| Ira Neiman primarily counsels closely held business owners, families, and individuals on all aspects of sophisticated estate and wealth transfer planning, including the preparation and administration of wills and trusts, federal and state estate, gift and generation-skipping transfer taxes, fiduciary income taxation, life insurance planning, charitable gift planning and private |
| foundations, formation and restructuring of corporations, partnerships and limited liability companies, family-owned business succession, trusts and estates controversy, and conflict resolution. |
| He currently serves as head of the Firm's Trusts and Estates practice group. |
 |
Brian Moran |
| Strategic Breakthroughs |
| www.strategicbreakthroughs.net/ |
| Brian Moran has over twenty-five years of expertise as a corporate executive, entrepreneur, consultant and coach. His background as a corporate executive combined with his experience as an entrepreneur positions him with a unique skill set to lead and grow companies at various life stages. |
| Mr. Moran's corporate experience includes various management and executive positions with UPS, PepsiCo, and Northern Automotive. |
| Mr. Moran is a recognized expert in the field of leadership and execution. His realization that most people don't lack ideas but struggle with effective implementation led him to the development of an execution and accountability system. He is a published author with many articles in journals and magazines and has authored a best-selling book entitled Periodization~12 Weeks to Breakthrough. He is a sought after speaker, speaking at more than two-dozen venues each year. |
 |
Michael Cohen CLU |
| President |
| Eugene Cohen Insurance Agency, Inc. |
| www.cohenagency.com |
| Michael attended Indiana University's business school, graduating in 1990 with an emphasis in insurance. One of his professors was the legendary Joseph Belth. Since 1990, Michael has helped to expand the agency by helping brokers |
| with their impaired risk insurance, niche rate classification on low cost term, disability insurance, long term care, and fixed annuities. All the team leaders of each department report to Michael as he helps to run the day to day operation. |
| His dedication to the agency and the insurance brokerage industry is evident in his reputation with top producing insurance brokers, fellow marketers, broker-dealers, property and casualty operations, career agency General Managers and other industry organizations, in addition to corporate home-office executives. Michael is a regular contributor to many brokerage insurance periodicals. |
|
 |
|
“Lou Cassara possesses a highly unusual combination of selling ability and talent, paired with an equally strong capacity to teach others how to serve clients.
|
| His insights are thought provoking, brilliant in their assessment of people, and articulate in helping others to see both the problems and the solutions in their lives.” |
Robert H. Kerrigan, Jr., CLU, ChFC
Managing Partner
Strategic Financial Group
|
|
 |
|
