Richard Flah

About Richard Flah

RICHARD (DICK) FLAH Our Flah & Company team specializes in the creation of customized life insurance solutions for ultra-high net worth families and family offices. We have been working collaboratively with the nation’s top attorneys, CPAs, and investment advisors for over 30 years. In 1982, I left the employ of a major life insurance carrier to found Flah & Company on the belief that an independent firm, not beholden to any carrier, was critical to serving my clients’ needs. I developed Flah & Company’s “Return on Insurance®” Process, where life insurance is used as a single-purpose asset, whether for philanthropy, maintaining the integrity of precious collections and/or the generational transfer of wealth values. I have personally designed innovative systems that many of the industry’s most venerable insurance companies now use. My integrity and relationships with clients, their trusted advisors and co-professionals is unsurpassed. My working relationships with the most highly regarded accountants, lawyers, insurance carriers and other co-professional advisors help optimize policies to client advantage – creating clarity and confidence in outcomes that stand the test of time. What sets us apart: • Policy Engineering – With sound engineering, policies will last a lifetime • Underwriting Advocacy • Policy Service – Our pride, our service • Policy Rescue I welcome your inquiry to learn how Flah & Company may best serve you. Contact me at 56••••••76 or r••••@flahco.com Aside from my work, I enjoy family, reading, travel & philanthropy FOCUS: Life Insurance, International Life Insurance, Estate Planning, Charitable/Philanthropic Planning, Generational/Multi-generational Planning, Estate Tax Planning, Irrevocable Insurance Trusts, Insurance Trusts, Annuities, Generation-skipping, Gift Taxes, Family Limited Partnership, Universal Life, Whole Life, Leadership

Experience

1. Principal & Founder

   Flah & Company

   Jul 1982 — Present · Palm Beach Gardens, FL, US

   Flah & Company specializes in creating customized life insurance solutions for ultra-high net worth families and family offices. We have been working collaboratively with the nation’s top attorneys, CPAs, and investment advisors for over 40 years.I developed Flah & Company’s “Return on Insurance®” Process, where life insurance is used as a single-purpose asset, for philanthropy, maintaining the integrity of precious collections and/or the generational transfer of wealth values. I have personally designed innovative systems that many of the industry’s most venerable insurance companies now use.My integrity and relationships with clients, their trusted advisors and co-professionals is unsurpassed. My working relationships with these professionals help optimize policies to client advantage – creating clarity and confidence in outcomes that stand the test of timeAn author, speaker and industry educator, I have been quoted in national publications, including the Wall Street Journal and the New York Times. Adept at addressing the value of life insurance with diverse professional audiences, I have presented to national and local organizations of lawyers, accountants, tax professionals, financial advisors and bankers. I am an accredited instructor in various states for Bar, CPA and CTFA continuing education courses.Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC (LSA), a registered investment adviser with the SEC. LSA and LSF do not provide tax or legal advice. Flah & Company and the above firms are not affiliated. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

Skills

• Charitable Gift Planning
• Life Insurance
• Estate Planning
• Universal Life
• Fixed Annuities
• Family Limited Partnerships
• Irrevocable Life Insurance Trusts
• Estate Tax Planning
• Gift Tax
• Multi-Generational Planning
• Leadership
• Insurance Trusts
• Philanthropic Planning
• International Life Insurance
• Estate & Gift Taxation
• Whole Life
• Continuing Education Instructor