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How the Wealthy Unknowingly Give Half Their Estate to the Government
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What if the biggest threat to your family’s wealth isn’t the market…
…but the tax bill waiting at the end? 💸
🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with Mark Halpern, founder of WealthInsurance.com and a 35-year veteran serving ultra-high-net-worth families.
Mark has built a business with a 99% client retention rate, helped generate billions in planning opportunities, and is on a mission to unlock $1 billion in annual charitable giving by 2037.
💡 Together, they break down:
• How childhood tragedy shaped Mark’s mission and career
• Why…
The skinny
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