Resources

Education is the foundation of our approach.

Whether it is the continuing education of our own team members or our commitment to deliver lectures, webcasts, books and articles for our clients, organizations and more, education is at the center of the work we do. We are dedicated to providing our clients with resources to support the decisions they will make with their financial future.

ARTICLES

David Mandell

The 6 Life Insurance Exclusions to Be Mindful Of

Taking out a life insurance policy is like signing up for any other insurance: you…

VIDEOS

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Playbook

Asset Protection 101

OJM Group Partner David Mandell, JD, MBA covers reasons why physicians should protect personal and…

PODCASTS

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Wealth Planning for the Modern Physician Podcast

Locum Tenens Uncovered (Part 2)

In this second episode of a two-episode interview, host David Mandell continues his conversation with…