Resources
At Jones Lowry, we believe that well-informed clients make well-informed decisions.
We also appreciate that you have many demands on your time. That’s why we are committed to providing
you with educational and insightful information that is current and relevant to your
financial life and business.
While we have included several educational items on this website, we also maintain an extensive
library of information at our offices. If you would like to learn more or receive additional
information on financial topics of interest, please contact us.
Publications
ARTICLES
Intergenerational Split-Dollar Arrangements
Estate Planning, Palm Beach Daily News,
DOWNLOAD PDF (243KB)
Ethical Behavioral Finance: Six Guidelines for Great Client Relationships
R. Marshall Jones
DOWNLOAD PDF (694KB)
Ten for Ten: 10 Lessons Learned from Indexed Universal Life’s First 10 Years
Estate Planning, Palm Beach Daily News
DOWNLOAD PDF (369 KB)
Funding Grantor Trusts: The Use of Cash Flow Modeling with Clients
R. Marshall Jones, Burns Lowry
NYU Tax Institute
DOWNLOAD PDF (46KB)
FAQ’s Regarding 3rd Party Premium Financing: Is It Free Insurance?
Estate Planning, Palm Beach Daily News
DOWNLOAD PDF (369 KB)
An Alternative to Your Charitable Bequest
R. Marshall Jones
Estate Planning, Palm Beach Daily News
DOWNLOAD PDF (101KB)
Life Insurance Policyholder Protection: Who’s Got Your Back?
R. Marshall Jones
Estate Planning, Palm Beach Daily News
DOWNLOAD PDF (5MB)
An Investment Diversification Strategy: The Uniqueness of ‘Guaranteed Life’
R. Marshall Jones
Estate Planning, Palm Beach Daily News
DOWNLOAD PDF (135KB)
Life Insurance: An Additional Asset Class in Difficult Times
R. Marshall Jones
Estate Planning, Palm Beach Daily News
DOWNLOAD PDF (102KB)
BRIEFINGS
Serving on Charitable Boards
Burns M. Lowry
A Helpful Mindset for the Current Times
Burns M. Lowry
The Limitations of Transactional Planning and the Power of Continuous Attention
Burns M. Lowry
The One That Got Away:
A Thorough Review Of Your Existing Life Insurance Policies Is Necessary, Not Optional
Burns M. Lowry
Reasons For Selling A Life Policy Through a Life Settlement
DOWNLOAD PDF
Unlocking the Mystery Behind Increases in Costs of Insurance
DOWNLOAD PDF
Life Insurance as a Portfolio Hedging Tool
DOWNLOAD PDF
Jim Harbaugh’s Incentive Compensation Plan
Using an Equity Split Dollar Strategy
DOWNLOAD PDF
Weighing the Risks and Advantages of Muni Bonds in Estate Planning
DOWNLOAD PDF
The material published on this website is designed solely as a resource for general information. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified legal or tax advisor. The information provided is intended to be general in nature and its applicability to specific circumstances or issues may vary. Some material is time sensitive and subject to change. Please contact a Jones Lowry representative for the most current information applicable to specific issues or circumstances.
Newsletters
NEWSLETTERS
Unlocking the Mystery Behind Increases in Costs of Insurance
Speaker Programs and Private Briefing
ENGAGING • INFORMATIVE • ENTERTAINING
As insurance consultants for the nation’s wealthiest families and entrepreneurs, the Jones Lowry Team has many interesting insights to share. They have entertained and enlightened Attorneys, Accountants, Family Office Managers and Financial Advisors at hundreds of private briefings and regional/national meetings, and are frequent guest speakers at private client events.
Understanding that the wealth transfer needs of high net worth clients often involve highly complex planning arrangements, the Jones Lowry Team has an ability to colorfully communicate the complex while helping Advisors and their clients connect with the deeper purpose and emotion behind their decisions about wealth.
If you are interested in booking a member of our team as a speaker for an upcoming association meeting, private briefing, or event—or if you want us to conduct a customized, private briefing for your colleagues or clients—please call or email us at 877-600-0029 / info@JonesLowry.com. Several sessions are accredited for CLE and CPE continuing education credits.
PREVIOUS SPEAKING ENGAGEMENTS
Private Split-Dollar Life Insurance 2022 Estate Planning Update
Martin County Estate Planning Council September 2022
Funding Grantor Trusts
Florida Tax Institute February 2022
The Life Insurance Goes Right Here
Miami Estate Planning Council February 2022
Effective Use of Trusts in Estate Planning
University of Florida Law School February 2020
Life Insurance Overview
Coral Gables Chamber of Commerce November 2019
Miami Estate Planning Symposium February 2019
Palm Beach Estate Planning Council November 2018
Life Insurance & Estate Planning: Tricks, Traps & Tools
Florida Tax Institute
Split Dollar Loans under Treas. Reg. 1.7872-15
M Financial Annual Meeting
The Benefits of Price-Protected Policies
M Financial Annual Meeting
Funding Grantor Trusts
New York University – Summer Institute in Taxation