The Gottlieb Story: Building A Legacy
The Gottlieb Organization's story has many more chapters to come. We have gotten to where we are by putting our clients first and striving for creative innovation at every turn. In this episode, Josh ...
4 Dec 20203min
Thinking Outside the Nine Dots: Corporate Owned Life Insurance
For nearly half a century, we've been innovators in Corporate-Owned Life Insurance. We've seen laws and tax rates change, leaving many companies with plans that are no longer attractive and have no cl...
20 Nov 20203min
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 discu...
13 Nov 20203min
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...
5 Nov 20203min
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 be...
22 Okt 20205min
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 th...
16 Okt 20204min
The Gottlieb Story: Key Influencers for Gottlieb
What makes you who you are today? What people and experiences have shaped you the most? In today's podcast Josh Gottlieb focuses on two people that have had an enormous impression on both himself and ...
8 Okt 20203min
