The Newton Knowledge Podcast is intended to provide meaningful content to our advisor community and anyone interesting in learning about sophisticated insurance related topics, focusing on estate planning, wealth transfer and executive benefits. Newton One is a national life insurance planning firm and a member of the M Financial Group.

Newton Knowledge
Claim This Podcastby Newton One, LLC
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Podcast Overview
The Newton Knowledge Podcast is intended to provide meaningful content to our advisor community and anyone interesting in learning about sophisticated insurance related topics, focusing on estate planning, wealth transfer and executive benefits. Newton One is a national life insurance planning firm and a member of the M Financial Group.
Language
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Publishing Since
7/8/2021
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Recent Episodes

June 22, 2026
Dave Reynolds – PPLI and PPVA Planning
Join Newton One Advisors (Mark Singer and Steve Target) and Dave Reynolds, Chief Marketing Officer at Spearhead Administrative Services, as they discuss the optimization of Private Placement Life Insurance (PPLI) planning. Learn key considerations that enhance the efficiency of this essential part of estate planning, and how PPLI can facilitate the deferral and, in some cases, the elimination of income taxation.

May 21, 2026
George Riter – GRATs and the Elcan v. Commissioner Case
Join Newton One Advisors (Mark Singer and Steve Target) and George Riter, Senior Partner at Timoney Knox, as they examine the early stages of Elcan v. Commissioner. Learn how GRATs assist with wealth transfer and potential adjustments and additional scrutiny if the IRS prevails.

April 30, 2026
Jennifer Fox - Legislative Update
Join Newton One Advisors (Mark Singer and Steve Target) and Jennifer Fox, VP of Federal and Political Affairs of Finseca, for a comprehensive legislative update on the everchanging and dynamic landscape of Washington. Stay informed on the latest developments shaping our future (Recorded April 21st, 2026).
52 total episodes available
Recent guests on Newton Knowledge
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Josh Caron
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Frequently asked questions
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- What is Newton Knowledge?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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