Harold Unger is available as a guest speaker or lecturer. He has addressed audiences large and small on topics related to insurance, taxation and how one can work to offset the other. He is one of the more engaging life insurance speakers for groups, from corporate seminars to business school settings.

For five decades, Mr. Unger has been the owner of The Unger Company, a leading life insurance broker for high-net-worth individuals. He is a true subject matter expert, and his background combines a deep knowledge of the entire spectrum of life insurance products with an expert perspective on taxation. This is a potent combination when it comes to creating taxation offsets, particularly with regard to estate, inheritance and gift taxes.

Based in the New York City metropolitan area, Mr. Unger has addressed audiences throughout the country. He is as comfortable on Zoom as he is in person. Whether he’s lecturing to corporate clients in insurance, finance or law, professional organizations, continuing education seminars or university classes, Mr. Unger tailors his presentations to fit the group and its focus.

Mr. Unger brings the subject matter of taxation and insurance to life. His lively delivery, expertly prepared lectures, and thorough exploration of topics engages professionals at different points in their careers. People new to the insurance or financial industries or veterans who’ve been at it for decades have been universally impressed by how much they learn during a session with him.

Armed with both a J.D. and LL.M. in taxation from Boston University, Mr. Unger has an encyclopedic knowledge of the U.S. Tax Code and relevant court rulings that professionals in the field need to be mindful of when working on estate, wealth transfer, and tax mitigation plans.

When it comes to speaking about insurance, Mr. Unger is not only well versed in types of insurance and how insurance and other legal structures can be employed as part of a larger overall planning strategy, but he is also deeply informed on the industry. A self- described “insurance nerd,” Mr. Unger studies issuers, evolution in products being offered, and continually updates his knowledge on the evolution of the insurance business.

Professionally, Mr. Unger is an indispensable resource for estate attorneys. As a life insurance broker, he regularly works with all different types of life insurance policies, from the ordinary to the exotic. As a practitioner, Mr. Unger can weave together policies to achieve the effect desired by the client and the client’s team of advisors.

Mr. Unger is a long-term member and leader of the Yale Club Insurance Study Group, an exclusive group of life insurance professionals who meet monthly to discuss issues related to their industry, and strategies for better helping their clients. His other memberships include FINSECA, the Society of Financial Service Professionals, the Society of Trusts & Estates Practitioners, the Estate Planning Council of New York City, and the New York Tax Study Group.

Mr. Unger has been cited or appeared in The New York Times, Wall Street Journal, Market Chronicle, Financial News Network and CBS Morning Business. Among the groups he’s spoken before are the Sy Syms School of Business of Yeshiva University, New York Bar Association, the Institute of Management Accountants, American Society of Women CPAs, Westchester CPA Society, and the NYS Society of CPAs.

Harold Unger is available to work with professional groups, corporations or with graduate or undergraduate students. Please contact us for more information.