The Lutgert Resnick Group

The Lutgert Resnick Group is a leading independent firm that provides comprehensive life insurance guidance to affluent families and executives to preserve their assets. Our clients include some of America’s wealthiest families, privately-held business owners, corporate executives, entertainers, and major sports figures. We have a long history of close relationships with attorneys, family offices, trust companies, CPAs, and other professionals in assisting their clients. Our teamwork strengthens the relationship between advisors and their clients.

The Lutgert Resnick Group is also recognized for their highly effective “Life Insurance Policy Tracking and Management System”, a critical tool to assist family offices and trustees. The system helps manage and keep life insurance policies “on track” and warns of impending risks of unintended policy lapses. This unique management tool was the basis for The American Bar Association’s national reference book, “Due Diligence of Trust Owned Life Insurance”. Billie Resnick and John Resnick are co-authors.

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    Our Story

    1964, Raymond L. Lutgert began a visionary project that transformed 760 acres of Naples beachfront into one of the most prestigious communities in all of Florida.

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    Our Principals

    The Lutgert Resnick Group is a leading expert in guiding affluent families and executives with the purchase of safe guaranteed life insurance to preserve their assets….

The American Bar Association – National Book Release 2018

“Due Diligence of Trust Owned Life Insurance”
By:  Lawrence Brody, Billie D. Resnick, John Resnick, and Richard Weber

A national guide for estate planning attorneys, family offices, and professional advisors

 

“This book is path breaking. It explains life insurance policy provisions and details in an understandable fashion…
It is a must read and a valuable reference guide for any attorney whose practice intersects with life insurance.”

–Kent Smetters, Boettner Chair Professor
The Wharton School at The University of Pennsylvania

 

Learn More | Buy Now

 

John and Billie Resnick Help Organize Wharton School Entrepreneur Conference with Steve Forbes and Jon Huntsman

Photos & further info from Wharton Conference