Estate Planning- Michael Rhoades
Life Insurance- David H. Greenspahn
Long Term Care- Jeffery Goldman
Tax Planning- Steven C. Dolins, CPA
Lending- David Weinberg
Individual Health Insurance- Thomas Kenney
Group Health Insurance- Bill Gimbel
Estate Planning
Michael Rhoades –
(847) 777-7278
750 Lake Cook Road, Suite 350,
Buffalo Grove, IL 60089
mpr@ksnmail.com
www.ksnlaw.com
Mike concentrates his practice in estate planning for high net worth clients, which includes the preparation and coordination of estate plan documents, the implementation of business succession planning strategies through the use of family limited partnerships, sales and gifting programs; the negotiation of premarital agreements; the coordination of clients’ charitable goals by use of gift annuities, charitable remainder trusts, gifts of fractional interests in real estate and gifts of closely held stock; and the preparation of gift and estate tax returns.
Education:
L.L.M. (Masters of Law in Taxation), Georgetown University Law Center
J.D., Chicago-Kent College of Law, 1995, Dean’s List
B.A. (International Studies), DePaul University, 1992, Dean’s List, Golden Key Honor Society, Model UN Ambassador
Admissions:
Illinois State Bar & The Florida Bar
Memberships:
Chicago Bar Association, Estate Planning Committee – Young Lawyers Sections, Secretary
Life Insurance
David H. Greenspahn –
(847) 446-1906
3 Colton Lane,
Winnetka, IL 60093
theorchardgroup@aol.com
David obtained his agent’s license immediately following graduation in 1988 and has concentrated on life insurance sales and analysis since that time. In 1990, he founded The Orchard Group, providing marketing and consulting services for accountants, attorneys and financial managers as well as personally managing insurance portfolios for wealthy families.
The expertise of The Orchard Group lies primarily in the objectivity exercised when reviewing and analyzing either current or proposed insurance contracts. The policies are evaluated in terms of the insurance carrier’s financial strength, policy health (current and projected values) and the policy’s overall fit with the specific goals and objectives that it is designed to fulfill. The marketplace is then searched to determine the viability of other alternatives. As a buyer’s advocate he researches a variety of product styles, both fee-based and agent compensated, to determine the contracts that will most effectively meet the specific goals and objectives of the client.
David has placed in excess of $1.6 billion of life insurance coverage resulting in excess of $25 million of premium. He has been recognized as a top-ten producer over the years by ING, John Hancock, Jefferson Pilot, Lincoln Life, Sun Life, Transamerica, Pacific Life, Hartford Life, Prudential and others. This recognition has enabled him to maintain the relationships with key underwriters and executives that are integral to obtaining the optimal policy pricing.
Education:
Bachelors Degree, Ithaca College, 1988 (Finance), Varsity Football
Licensing:
Series 6 and Series 63
Insurance authority in thirty-eight states
Long Term Care
Jeffery Goldman –
(847) 675-3600 7250 North Cicero # 103,
Lincolnwood, IL 60712
jeff.goldman@gmgoldman.com
www.gmgoldman.com
Jeff is a third generation insurance professional. Both of his grandfathers were in the business and his father started G.M. Goldman & Associates, Inc. in 1968. After starting his career with Northwestern Mutual Life in 1987, Jeff joined G.M. Goldman & Associates, Inc. in 1989 and works exclusively with clients in the 50-85 range. Instead of addressing the problem of his clients dying too soon, he is now dealing with a whole new set of issues. These clients are faced with the possibility of going through a lifetime of savings to pay for a long term nursing home stay. They are dealing with the problem of relying on their children to take care of them. They are looking at the very expensive proposition of hiring someone to take care of them in their own home. Jeff discovered a passion for Long Term Care insurance to assist his clients’ problems of requiring assistance in their later years. His goal is to put himself in his clients’ shoes and give them as much information possible to help them make an informed and educated decision. Jeff is a professional that serves clients with competence, care and integrity.
Education:
B.A. (Liberal Studies), University of Iowa, 1987
Admissions:
Certified Senior Advisor (CSA), 2003
Tax Planning
Steven C. Dolins, CPA –
(847) 498-1040 425 Huehl Road, Building 21, Northbrook, IL 60062
sdolins@ddscpa.com
www.ddscpa.com
Steve's responsibilities center on client solicitation, public relations, advertising, billing and management as well as client accounting and taxes. He oversees the day-to-day operations of the firm. Steve is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society. He is also on the Board of Directors of the Northbrook Continuing Professional Education group. Steve graduated from the University of Illinois with honors in 1992. While at the University of Illinois, he carried a double major-finance and accounting, and obtained a Bachelor of Science degree.
From the beginning, Steve had a vision of what a CPA firm should be like. He is committed to quality work, personal service and high standards. And, in addition to his accounting degree and CPA certificate, he has an insurance license and a real estate license. Through his network contacts, Steve is able to assist startups by recommending banks for small business loans or insurance agents for everything from liability coverage to workmen's compensation. He provides innovative and practical answers to everyday business problems. He and the firm also assist new businesses in a myriad of ways. He helps entrepreneurs keep track of their expenses, teaches them how to keep cash receipts journals, sets them up with the right kind of accounting system and software programs and implements employee health and benefit plans.
Education:
Bachelors Degree, University of Illinois, 1992 (Finance; Accounting)
Memberships:
American Institute of Certified Public Accountants
Illinois CPA Society
Board of Directors, Northbrook Continuing Professional Education Group
Lending
David Weinberg –
Individual Health Insurance
Thomas Kenney –
(630) 505-3300
1754 N. Washington, Suite 112,
Naperville, IL 60563
tpk1005@sbcglobal.net
K&A Insurance Services, Inc. (KAIS), was formed in 1990 to bring insurance products to the brokerage market. Through distribution outlets nationwide, KAIS has quickly become a major contributor to the health insurance marketplace. Daniel M. Kenney, one of the principals of the firm plays a unique role within the firm. From the relationships Mr. Kenney established while employed with the Health Insurance Association of America (HIAA), he has been successful in placing over $600 million in business since 1984 through Kenney & Associates, Inc., his intermediary and consulting firm. Kenney & Associates, Inc. is instrumental in mediating insurance transactions for new products and relationships. Being privy to most of the activity in the marketplace, he is involved in many new products when they are first developed and in many cases creates the marriage with the underwriting company. By associating with K&A Insurance Services, Inc. you will be on the “cutting edge” of new products. We offer enrollment meetings, prompt service for your claims and administration issues and will contact you on a monthly basis.
Small and Large Group Plans * Individual Major Medical Plans * Dental Plans * Deductible and Co-Insurance Reimbursement Programs * Living Trust Programs
Group Health Insurance
Bill Gimbel –
(847) 572-0810 2333 Waukegan Road, Suite 275,
Bannockburn, IL 60015
bgimbel@bensman.com
www.bensman.com
Bill has been a managing director with The Bensman Group since 1995. His specialty and primary focus is managing The Bensman Group's Employee and Corporate Benefits Planning practice division. Before joining The Bensman Group, he was an account executive for five years with Mack & Parker, a nationally recognized insurance brokerage firm.
Bill and his team are distinguished by their ability to bring customized solutions as well as high levels of expertise and service to middle-market organizations (including senior management) with 10 to 1,000 employees. Their focus is on organizations whose most valuable assets are their employees, such as financial institutions, accounting and law firms, and technology and health care companies.
In addition, Bill is an expert in the following programs including:
Group Insurance (i.e. life, health and disability),
Voluntary payroll deduction coverages (i.e. life, AD&D)
Executive benefits (i.e. life and disability)
Non-traditional portable executive benefit plans
Bill resides in Highland Park, Illinois with his wife Wendy and their three children. He enjoys gardening, exercising and spending time with his family.
Education:
B.A. (Personnel Administration), Kansas University
Memberships:
The National Association of Health Underwriters & NFP Benefits Principal
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