wealth

The Gottlieb Story: Building A Legacy

The Gottlieb Organization's story has many more chapters to come. We have gotten where we are by putting our clients first and striving for creative innovation at every turn. In this episode, Josh Gottlieb discusses what he hopes this generation will leave behind to propel TGO and their clients forward.

The Gottlieb Story: Shaping the Future

How will the next generation of The Gottlieb Organization build on the first 65 years? Where do we want to go next, and how will we make things even better? These are the questions Josh Gottlieb discusses in this episode as we look to new horizons for our next generation to explore in the world of financial innovation.

Thinking Outside the Nine Dots: Estate Planning

We approach estate planning differently. While there are many different instruments you can use, ultimately it is not all about the tax — it's about what matters to you. In this episode we take a look at how TGO helps clients create a unique estate plan that fits their goals for each stage of life.

The Gottlieb Story: The Past — Landmark Moments

The history of The Gottlieb Organization is marked by innovative approaches taken to meet challenges where the norm fell short. We have seen landmark moments in the world of insurance, pensions and benefits finance. We were at the fore of the industry, driven by our dedication to serve our clients better.

Thinking Outside the Nine Dots: Premium Finance

Premium finance is a matter of using third party debt to pay for life insurance. When properly understood and crafted with care, this can be a powerful part of your financial strategy. Today we cut through some of the myths and assumptions that surround premium finance, and discuss how we do things differently.

Thinking Outside the Nine Dots: Life Insurance as an Asset Class

Life insurance is a financial instrument that I believe is significantly underutilized and understood only within certain limits that don't press the edges. I've been around the world of life insurance my entire life and have been actively involved for more than 45 years with using life insurance as a financial instrument.

The Gottlieb Story: Meet Josh Gottlieb

The lessons I’ve learned and my life experiences have stuck with me and are an incredible underpinning of who I am, what I do and what I expect in my organization. From collaborating with my staff to working with clients, my background adds so much depth and value to everything that I'm doing.

Thinking Outside the Nine Dots: Unconventional Thinking

Think you see every angle? There may be more on the table. Seeing past perceived limitations is what we call "thinking outside the nine dots," and it's the focus of this season of our blog.