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)

 

Split-Dollar Arrangements: Tax Efficient Leverage Techniques to Fund Grantor Trusts

R. Marshall Jones
DOWNLOAD PDF (369 KB)

 

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)

 

Funding Grantor Trusts Without Paying Gift Taxes

R. Marshall Jones
Estate Planning, Palm Beach Daily News
DOWNLOAD PDF (330KB)

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)

 

‘Free’ Life Insurance: Risks and Costs of Non-Recourse Premium Financing

Lawrence J. Rybka, R. Marshall Jones, Stephan Leimberg
Estate Planning
DOWNLOAD PDF (2.6MB)

 

Guesses, Projections, Promises and Guarantees

Lawrence J. Rybka, R. Marshall Jones
Journal of Financial Service Professionals
DOWNLOAD PDF (287KB)

 

Life Insurance: An Additional Asset Class in Difficult Times

R. Marshall Jones
Estate Planning, Palm Beach Daily News
DOWNLOAD PDF (102KB)

BRIEFINGS

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

Serving on Charitable Boards

Burns M. Lowry

READ ARTICLE

 

A Helpful Mindset for the Current Times

Burns M. Lowry

READ ARTICLE

 

The Limitations of Transactional Planning and the Power of Continuous Attention

Burns M. Lowry

READ ARTICLE

 

The One That Got Away:
A Thorough Review Of Your Existing Life Insurance Policies Is Necessary, Not Optional

Burns M. Lowry

READ ARTICLE

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

DOWNLOAD PDF (285KB)

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

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

 

Trust Owned Life Insurance

Valmark Securities Annual Meeting

 

Estate Planning in Uncertain Times

Million Dollar Round Table

 

Family Offices Service Back Office

Association for Advanced Life Underwriting

 

Split Dollar Planning with the Final Regulations

Society of Financial Service Professionals