Tama Klosek - Managing Partner at Treyled Life Settlements

09/02/2022 42 min Episodio 7
Tama Klosek - Managing Partner at Treyled Life Settlements

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Episode Synopsis

Newton One focuses on sophisticated wealth transfer and preservation for ultra-affluent clientele through the implementation of innovative life insurance vehicles. However, circumstances change and due to a variety of reasons there may be opportunities to evaluate the long term viability and purpose of an existing life insurance policy.  Join us for a discussion on how Tama Klosek, Managing Partner at Treyled Life Settlements and her experienced team can assist in determining whether a life insurance policy is no longer practical, and how to successfully engage the life settlement marketplace.  

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