Happy 30th Anniversary!

Last week marked a significant milestone.

On November 1, 1991, as a single guy in his 20’s, I stepped into the offices of North American Life (remember them?) to begin my career.

I prayed that the new job would be fulfilling and help me support the future family I dreamt of building.

On this 30th anniversary, I want to thank all my mentors, clients, professional colleagues, insurance company partners and the many advisors I have learned from and mentored along the way, who also wondered if they could make it.

Thanks to my brother and business partner Phil Halpern who joined me 16 years ago to launch illnessPROTECTION.com and has made so much happen.

It’s rare for a baby brother to be working with his eldest brother (there are 2 others between us) and still staying friends!

Thank you Donna Eldridge, my amazing assistant of 20 years who has done so much to support us and put up with so much, beyond, beyond calculation here.

My most important thanks are reserved for my wonderful wife of 26 years, Rhonda.

With G-d’s blessings, we met and she helped shoulder the ups and downs, and downs, and downs and ups, chattering monkeys, successes and failures, all while building a family together.

Thank you Rhonda!

Such a blessing to be part of our estate planning profession and wishing everyone the same happiness in their respective fields!