In each episode Hannes Grascher unpacks a unique complex financial circumstance or topic. Join us to learn from Hannes' experience in the wealth management business over more than two decades as we explore these topics.
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In each episode Hannes Grascher unpacks a unique complex financial circumstance or topic. Join us to learn from Hannes' experience in the wealth management business over more than two decades as we explore these topics.
Game Changer: Protecting Athletes with Smart Insurance
Through the Wealth Lens
1 hour 9 minutes 29 seconds
7 months ago
Game Changer: Protecting Athletes with Smart Insurance
When it comes to anyone with significant wealth, especially professional athletes and entertainers, the use of life and disability insurance is vital in protecting it for themselves and their families. In our latest episode of Through the Wealth Lens, Max welcomes on Zach Wolkstein, insurance advisor of The Balaban Group out of Los Angeles, to discuss the use of said insurance policies, the process he uses to assess the type of policies that fit a client’s situation best, and how he coordinates them with the client’s overall financial plan and other professionals in the client’s circle.
Through the Wealth Lens
In each episode Hannes Grascher unpacks a unique complex financial circumstance or topic. Join us to learn from Hannes' experience in the wealth management business over more than two decades as we explore these topics.
