Mark Halpern

Background

About Mark Halpern

I founded WEALTHinsurance.com to take care of the people who take care of everyone else. From a young age I knew that taking care of those people would be my business. This is personal: my father died of a sudden heart attack at age 50. I was 11, the youngest of four boys. He was a busy engineer. There was no will, very little savings and no Life Insurance. My late mother, then 48, was forced back into the workforce to support all of us. Fast forward - today I spend my time with successful business owners, entrepreneurs and affluent families. Despite their success, I’m no longer surprised to find that 85% of the time, they don’t have their own financial affairs in order. They usually have many 'incompletions' in the areas of estate planning, wills, shareholder agreements, Life Insurance, etc. People who have done some planning, often have financial "furniture" that no longer matches their current financial "architecture". Sound familiar? Our team of advisors collaborates with your professional advisors (like lawyers and accountants) to help preserve family wealth, pass it along tax-efficiently and create enduring legacies, often by converting taxes into charitable donations. We apply our expertise to work through: • Estate planning: we take a big picture view to help put everything into place. • Tax Minimization: we help preserve money for your family and the charities you care about. We specialize in tax-exempt permanent Life Insurance and help you understand how it works. • Philanthropy: it's exciting to help people create lasting legacies for their family, community and the important causes they care about. Philanthropy is my driving force and the key to helping clients transition from Success to Significance. My passions include helping to raise the bar in our own industry, by sharing 30+ years of experience, mentoring financial advisors, educating allied professionals, and doing my own philanthropic work. These activities define us as a company too. Our corporate goal is the creation of $100 million of new charitable giving annually by working with clients, generous donors of non-profits and charities and in collaboration with professionals in our industry. It’s all about making a difference. Specialties: Strategic Philanthropy | Estate Planning | Tax Minimization | Life Insurance