Greg works with clients nationwide on executive wealth accumulation, non-qualified plans, retirement income planning and college funding. He is one of the country’s leading experts in Privatized Banking, an innovative strategy that leverages life insurance for tax minimization and long term liquidity.
He has written numerous books and articles on the topic of Privatized Banking and spends several months of each year traveling the country, teaching asset protection and tax planning strategies to thousands of licensed professionals and investors.
As a licensed attorney, a Certified Financial Educator (CFEd®), a licensed insurance agent (LIA) and holder of numerous securities’ licenses, Greg is uniquely qualified to help clients with innovative tax minimization and cutting-edge wealth building strategies.
