R. Marshall Jones

Marshall Jones is a nationally recognized attorney, author and speaker noted for his life insurance expertise in advanced estate and business continuation planning and insurance policy analysis. Since 1979, Mr. Jones has been known for his ability to translate complex legal and financial issues into understandable terms. He is called upon throughout the country for creative and objective planning recommendations on behalf of wealthy families and businesses and their legal and accounting advisors.

Mr. Jones holds Chartered Financial Consultant, Chartered Life Underwriter and Fellow of the Life Management Institute designations. He is the author of Wealth: Enhancement & Preservation and Making Decisions About Life Insurance. He has addressed the annual meeting of the Florida Bar Tax Section and teaches advanced life insurance planning techniques to Masters Level attorneys associated with the National Network of Estate Planning Attorneys. Mr. Jones graduated with honors from Harvard College and received his law degree from the University of Akron Law School.

Sam Chiodo

Sam is a specialist in Corporate Owned Life Insurance (COLI) and Bank Owned Life Insurance (BOLI) with 25 years of experience working with Fortune 200 companies as well as hundreds of privately held businesses in the technical design, implementation and administration of COLI programs.

As the originator of the use of leveraged COLI to fund ESOP liability obligations and other innovative applications of COLI, Sam is a recognized thought leader in the financial services industry and is frequently a featured speaker at industry conferences.

A former member of MONY's Executive Team, he established the company's COLI-BOLI division to service Fortune 200 company clients and built it into a market leader, including development of a unique COLI administrative system that has become an industry standard.

Sam received a Masters degree in Taxation from Widener University , Chester , PA and a Bachelor of Science from Midwestern College , Denison , IA. He holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from The American College and is Series 6 and 7 licensed. He is a member of the Association of Advanced Life Underwriters (AALU) and a life and qualifying member of the Million Dollar Round Table and Top of the Table.

Tim McCarthy

Mr. McCarthy has unique multidisciplinary financial services experience. He is a Certified Public Accountant and a J.D. Since 1980, he has held positions with a national accounting firm and two major life insurance companies. He practiced law as a corporate and estate planning attorney. Mr. McCarthy served as Senior Vice President of Marketing with Security Life of Denver and Vice President of Marketing with Prudential Select Brokerage.

Mr. McCarthy is a national consultant in executive compensation planning working with Fortune 1000 companies as well as hundreds of privately held businesses. He specializes in the design, implementation and administration of nonqualified deferred compensation plans and works as technical advisor to accountants, attorneys, bankers and life insurance professionals. Mr. McCarthy is Series 7 and 24 securities licensed and is a graduate of the University of Notre Dame and the University of Minnesota Law School.

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