Meet Lance Wallach

Lance Wallach, Managing Director, is the nations leading expert on life insurance, annuities,
retirement & financial planning for business executives, sports figures, entertainers, affluent families and successful entrepreneurs.

Mr. Wallach is a member of the AICPA faculty of teaching professionals, a frequent keynote speaker
at business conventions, a best selling financial author, and a renowned national financial expert in
many court cases.

Some of Mr. Wallach best selling financial and law books are:

*  "Wealth Preservation Planning" by the National Society of Accountants

* "The CPA's Guide to Federal & Estate Gift Taxation" published by Bisk

* The AICPA's "The team approach to Tax, Financial & Estate planning."

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