Managing Director Jay C. Judas Will Lead a ‘Deep Dive’ Session Devoted to Applications of Frozen Cash Value Life Insurance as a Solution for Tax-Efficient Planning for Ultra-HNW Clients
Crown Global Insurance Group LLC (“Crown Global” or the “Company”), a world leading provider of specialty insurance solutions for high net worth and institutional clients, today announced that the Company will sponsor Lion Street’s ROAR Growth Group at the annual Lion Street Institute taking place in Austin, Texas on February 19-21, 2017. Managing Director Jay C. Judas will lead a session dedicated to the application of Frozen Cash Value Life Insurance as a solution for tax-efficient planning for ultra-HNW clients.
Chaired by industry leader and Founder and CEO of RFG Wealth Management, Ron Rubin, the ROAR Growth Group is comprised of a collaborative and highly professional assembly of Lion Street Owners. Growth Groups enable clusters of the elite independent Lion Street life insurance producers and financial advisors to meet and share pioneering and unique planning techniques and experiences. “At Lion Street, learning is an ongoing practice which permits the Owners to examine current trends surrounding ‘best in class’ financial and tax planning,” said Ron Rubin. “Having an accomplished expert like Jay Judas assist us in this pursuit is exciting.”
Perry Lerner, Chairman & CEO of Crown Global said, “We are very fortunate to have a strong relationship with Lion Street which empowers its firms with unique opportunities like the Institute where there is a collaborate and open discussion among delegates, insightful speeches by accomplished luminaries, and special sessions aimed at maximizing success for both high-net worth and corporate clients.”
“I am privileged to join with fellow industry veterans in the ROAR Growth Group at the upcoming Lion Street Institute Symposium. I look forward to providing actionable insights based on my many years of experience partnering with investment managers, institutional investors and affluent individuals throughout the Americas, Europe, the Asia-Pacific, the Middle East and the Caribbean,” said Jay C. Judas, Managing Director of Crown Global.