Nationwide quest for the best estate, retirement, business, wealth-transfer, or tax planning solutions

Join us and gain access to new planning solutions submitted from many of the top planners across America, as well as virtual networking opportunities with subject matter experts, and complimentary promotional services for you and your firm. 

Submit Your Idea

Idea Forum – At A Glance

Join over 70,000 planning professionals and discover new ideas:

E. Randolph Whitelaw
Planning Solution: The Need for Credible Life Insurance Management Given the Lapsing Policy Crisis

E. Randolph “Randy” Whitelaw is the founder and managing partner of The TOLI Center, LLC, and Trust Asset Consultants, LLC (TAC), based in St Louis, MO.

The TOLI Center provides life insurance policy administration, performance monitoring and risk management services. Policy value performance monitoring, product and carrier suitability, and policy restructure negotiation, design and complex underwriting, are amongst Randy’s recognized areas of expertise. His extensive business and finance background include years as a bank executive and a trust investment and high net worth family wealth management advisor.

Roy A. Farmer II
Planning Solution: The Economic Power of ESOP Planing

Roy A. Farmer II is a Managing Director of BTA Inc. Roy’s responsibilities include business development, corporate reorganization and finance, succession planning, consulting & ESOP implementation. A graduate from American River College and Brigham Young University with degrees in Business and Business Administration, Mr. Farmer has also been actively involved in the financial industry since the mid ’70’s. Mr. Farmer has been active in the ESOP community since 1999, and has worked on well over 100 transactions. He is a member of the ESOP Association and is currently on the Board of Directors for a defense contractor and an oilfield services company.

See more ideas

Follow Us

For Professional Use Only. This material may not be used with the public.

Although the following materials and discussions are brought to you by Cavalier Associates and WealthCounsel through the America’s Top Planner promotion, the opinions, discussions, perspectives and legal views expressed are those of the participants only, and do not necessarily reflect the views, opinions, or advice of Cavalier Associates or WealthCounsel. This material is for informational purposes only and should not be relied upon for legal advice. Although many of the topics presented may involve tax, legal, accounting, financial, or other issues, neither Cavalier Associates nor WealthCounsel are in the business of offering such advice, and hereby expressly disclaim any liability for unwarranted reliance on the discussions or materials provided herein. The following material was not intended to be used, and cannot be used, for the purpose of avoiding compliance with any laws or regulations generally applicable within the United States, specifically including without limitation, tax and estate planning laws. Individuals interested in these topics should consult with their own professional advisors to evaluate or pursue legal, tax, accounting or financial planning strategies.  Additionally, Insurance Companies that may participate directly or indirectly in live events or general promotion do not endorse any of the planning ideas or individuals who have submitted said ideas.