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Most people have never heard of a Section 79 plan because, it is a wealth building tool pitched by insurance agents who really do not understand the math behind the plan. Section 79 plans can cause people huge problems that Lance Wallach knows how to fix. 

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If you are considering a captive contact our experts. We provide an objective professional assessment.

 

Structures Reviewed

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 By a CPA, MBA, EA with 37 years’ experience at the IRS

 If you have to sue, Lance Wallach Has Never Lost A case as an expert witness.

 

 

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Many advisory firms offer financial planning, insurance, and investment services. The difference is that Lance Wallach wrote the books on life insurance, financial topics and estate planning. The same books that consultants learn from! If you want to sleep soundly at night, don't go to the students for your financial solutions, go to the one who teaches them-Lance Wallach.

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