Thinking Outside the Nine Dots: Estate Planning

The Gottlieb Story: Building A Legacy

The Gottlieb Organization's story has many more chapters to come. We have gotten to where we are by putting our clients first and striving for creative innovation at every turn. In this episode, Josh Gottlieb discusses what he hopes this generation will leave behind to propel TGO and their clients forward.

Thinking Outside the Nine Dots: Corporate Owned Life Insurance

For nearly half a century, we've been innovators in Corporate-Owned Life Insurance. We've seen laws and tax rates change, leaving many companies with plans that are no longer attractive and have no clear path forward. In this episode, we discuss some of that history and how we help clients find relief from these old plans.

The Gottlieb Story: Shaping the Future

How will the next generation of The Gottlieb Organization build on the first 65 years? Where do we want to go next, and how will we make things even better? These are the questions Josh Gottlieb discusses in this episode as we look to new horizons for our next generation to explore in the world of financial innovation.

Thinking Outside the Nine Dots: Estate Planning

We approach estate planning differently. While there are many different instruments you can use, ultimately it is not all about the tax — it's about what matters to you. In this episode we take a look at how TGO helps clients create a unique estate plan that fits their goals for each stage of life.

The Gottlieb Story: The Past — Landmark Moments

The history of The Gottlieb Organization is marked by innovative approaches taken to meet challenges where the norm fell short. We have seen landmark moments in the world of insurance, pensions and benefits finance. We were at the fore of the industry, driven by our dedication to serve our clients better.