The Gottlieb Organization

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.

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.

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.

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 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.

Premium finance is a matter of using third party debt to pay for life insurance. When properly understood and crafted with care, this can be a powerful part of your financial strategy. Today we cut through some of the myths and assumptions that surround premium finance, and discuss how we do things differently.

What makes you who you are today? What people and experiences have shaped you the most? In today's podcast Josh Gottlieb focuses on two people that have had an enormous impression on both himself and The Gottlieb Organization.

The right financial strategy is optimized to take advantage of all your best opportunities. But most people only consider the most popular options. Life insurance has more to offer than merely benefits in the event of a death — in this episode we take a look at how we leverage it for securely growing assets.

The Gottlieb Organization is a mosaic of the experiences and insights of our team members. In this episode, Josh Gottlieb shares how his background instills creativity and efficiency into everything that TGO does.

Think you see every angle? There may be more on the table. Seeing past perceived limitations is what we call "thinking outside the nine dots," and it's the focus of this season of our podcast.

Today we are talking about a very exciting program that we've been rolling out this year called WATER℠ — the Wealth Accumulation Trust Enhancing Returns℠. For over 60 years we have had amazing experiences accomplishing things unheard of, inventing new ideas, concepts and strategies. We have found breakthroughs in the world of retaining wealth, managing and protecting assets, and planning with WATER℠ that don't exist anywhere else.

The Gottlieb Organization is the work of generations, and consists of the contributions of every member of our team. But what makes us unique? Joshua Gottlieb kicks off this podcast season by shedding light on the DNA of The Gottlieb Organization.