Phone: 612.922.3113
Fax: 612.922.3372
E-mail: cohenb@tamarfink.com

Bob’s focus is in the life insurance arena, leaving the investment and comprehensive financial planning disciplines to other qualified professionals. Specializing in the evaluation of mispriced and underperforming policies, Bob remedies years of in-force policy neglect and mismanagement. Reconciling in-force policy projections with reality, Bob “rescues” lapsing policies through effective carrier negotiations for new, favorably priced policies. This includes for individuals with “pre-existing conditions.”

An established speaker and writer on the topic of effective policy evaluation and maintenance, Bob has presented and/or authored for:

• Minnesota Bar Association – Probate and Trust Law Section
• Minnesota Society of CPA’s – Estate and Personal Financial Planning Conference
• Bank Holding Company Association
• National Association of Insurance Women
• West Legal Education /Thomson Reuters

Probate & Property – “Estate Planning With Life Insurance Policies: Reduce Potential Liability While Improving a Client’s Estate Plan”

The Hennepin Lawyer – “Have it Both Ways Life Insurance Planning: How to Take Back Control of Your Benefits From Life Insurance Companies”

United Banker’s Bank Quarterly – “Irrevocable Life Insurance Trusts: What Does My Bank Need to Know?”

The Kitces Report – “Advancing Knowledge in Financial Planning”

Bob is a National Merit Quality Award recipient; an industry honor recognizing responsible and appropriate planning recommendations and is a measure of the trust and confidence earned through his clients.

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