Jonathan Mintz is chief operating officer of WealthCounsel, a membership organization of thousands of estate planning attorneys located in all 50 states. Jonathan is also the COO of WealthCounsel’s sister company, The Advisors Forum LLC, an interdisciplinary membership organization that provides a proven marketing system for all wealth planning professionals. Jonathan frequently speaks to lawyers, accountants, and insurance and financial professionals, often in the area of effective collaboration among the various disciplines of wealth planning professionals. He has also published articles in numerous publications, including Estate Planning, the AICPA’s The Tax Adviser, and the Journal of Financial Service Professionals. Jonathan can be reached at Jonathan.Mintz@wealthcounsel.com.
LifeHealthPro.com is the vital online destination for life & health insurance advisors, designed to provide them with the essential elements they need to run their practice and increase their bottom line including breaking news, market trends, practice tips and more.
Bringing together top executives from life and property casualty insurance companies to examine potential new opportunities and emerging trends to redefine business operations and drive the industry forward.