“We wish to thank Joe for his presentation to our group of CPAs. He provided our group a very informative presentation from a fiduciary viewpoint concerning the risk management of life insurance. It became quite clear to us that he knows his subject area very well. We learned things about the structure and the mechanics of life insurance that will certainly assist us as we consult our clients. Many of the participants left the presentation with actionable ideas. Thanks again, and we look forward to other future opportunities to learn from his experience.”
- Paul K., Director UNCW Institute for Tax and Investment Planning
“I have relied on Joe Maczuga as a resource for clients with estate and/or business succession planning issues that are more complex than usual. Joe's approach to life insurance planning is, if not unique, very rare. As a fee-only planner, helping clients save thousands of dollars in commissions on a life plan reinforces the value of the advice they pay me for. It would be hard to find anybody more knowledgeable than Joe Maczuga in the field who works this way."
- Christopher C., CFP / Fee-Only Advisory Firm / TX
"I'm a persistent 'digger' and I've come to the conclusion, after 10+ years of digging, that Joseph Maczuga is the single most knowledgeable, most consistently reliable, and far away the most brilliant designer of life insurance solutions of any person I've met or even heard of."
- Dan M., CIMC, AIFA / Fee Advisory Firm / CT
"Your thorough presentations on the various options we were considering made my job that much easier. We are satisfied that the plan selected meets all of our objectives and priorities. We were impressed with your designs of no-load insurance for our Key Man / Deferred Compensation plan. It was certainly superior to the other proposals we had obtained."
- Lowell S., Controller / ECC / FL