Tag: Beneficiaries
Revolutionizing Estate Planning: AI, Digital Assets, and Beyond with Rilus Dana (Ep. 46)

Revolutionizing Estate Planning: AI, Digital Assets, and Beyond with Rilus Dana (Ep. 46)

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Estate planning has changed over the years, from writing client information on paper and filing it to sending emails and having meetings online. 

Artificial intelligence (AI) is looking to take the next step in estate planning and change how the next generation will interact with their estate planners.

In this episode, Brent Mekosh speaks with Rilus Dana, an estate planning attorney at Rilus Law, about how AI will be incorporated into digital asset planning and creating estate plans for the next generation. Rilus shares his experience as a lawyer while revealing how estate planning and client communication has switched with the rise of technology and how it will continue to evolve.

Rilus discusses:

  • What estate planning looked like when he first became a lawyer in the early 2000s
  • Ways his generation understands and uses technology
  • The importance of creating a plan for digital assets as well as physical assets
  • Reasons the human element will always be necessary with the rise of AI 
  • And more!

Connect with Rilus Dana:

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About Our Guest:

Rilus Dana is a sixth-generation native of Arizona and received a degree in business management from Arizona State University, all while working part-time as an estate planning law clerk for his dad. With over two decades of experience in the industry, Rilus recognizes that clients are busy and want a legal plan that just works and is easy to understand.

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Maximizing Life Insurance For You And Your Beneficiaries with Steven Moore (Ep.12)

Maximizing Life Insurance For You And Your Beneficiaries with Steven Moore (Ep.12)

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Life insurance policies can provide peace of mind and monetary benefits to individuals and their beneficiaries.

In this episode, Brent Mekosh is joined by the Vice President of Highland Capital Brokerage, Steven Moore, to unveil all things life insurance. Steven recounts the variety of reasons someone would buy life insurance, its use as a death benefit and cash accumulation, and how to divert a portion of your life insurance policy towards long-term care.

Steven discusses:

  • The difference between maximizing death benefits and maximizing cash accumulation
  • The impact of the emerging market crisis on life insurance growth
  • Life insurance protection when facing lawsuits
  • How to contribute a portion of death benefits toward retirement planning
  • And more!

Connect with Steven Moore:

Connect with Brent Mekosh:

About our Guest:

Steven J. Moore, CLU®, serves as a Vice President for Highland Capital Brokerage.

Steve joined Highland in February 2008. He is responsible for assisting financial advisors in meeting the wealth management needs of their trusted clients, and he focuses on insurance-based strategies.

With 25 years of experience, Steve has extensive knowledge of the companies, products, and sales techniques available within the life insurance industry. Before joining Highland, Steve was a Regional Estate Planning Consultant with Morgan Stanley. His planning expertise Includes estate and charitable strategies.

Steve graduated from The University of Washington and is a Chartered Life Underwriter®. He holds the following FINRA licenses: Series 7 (General Securities Representative) Series 63 (Uniform Securities Agent State Law Examination).

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