​David Byers and Will Worrell of Capital Strategies, along with Marc Cadin (CEO of Finseca), recently met with Robert Aderholt (AL-R) on Capitol Hill. Topics of discussion included recently proposed DOL regulations and the need for stability in estate planning for families and businesses. File # 6711368.1.

Recently, Principal David Byers met with Minority Leader Mitch McConnell to advocate on behalf of M Financial, their businesses, and the clients they serve. Topics included the appropriate taxation of life insurance products, the future of wealth transfer policy, the likelihood of a new fiduciary rule coming from the Department of Labor in 2023, the general legislative and regulatory ...

Recently Karen and David Byers, Molly and John Carter, and Casey and Will Worrell were honored to attend the M Financial Sabbatical 2023 Cruise on the luxurious Seabourn Sojourn for a memorable voyage through the Mediterranean Sea. The cruise provided an invaluable opportunity to connect and learn with industry leaders, while enjoying stops in Rome, Sardinia, Portovenere, Monte Carlo, Sete, ...

Capital Strategies was pleased to be a Gold sponsor of the 2023 Southern Regional ACTEC Meeting, May 19-21, in Oxford MS. Will Worrell, Will Walker and Hudson Williams enjoyed the sessions and the activities with our friends and colleagues from across the Southeast. We are looking forward to the ACTEC Great Lakes Regional Meeting in Chicago this fall. #5888858.1

​On March 21, 2023, Hudson presented at the FINSECA Advanced Markets Conference in Washington, D.C. He served on a panel with Todd Steinberg (Loeb & Loeb, LLC) and Morgan Scott (M Financial Group) that explored intergenerational split-dollar plans in light of recent caselaw. File #5618796.1

AUGUST 10, 2022, CHICAGO, IL - Capital Strategies Group, Inc. is pleased to announce that it has joined forces with Goldstein Financial Group, LLC (“GFG”), an independent life insurance brokerage and consulting firm based in Chicago, Illinois. Allan Goldstein, the Founder of GFG, is a seasoned life insurance industry entrepreneur with four decades of experience providing education and ...

During a pre-Thanksgiving trip to Birmingham, Senator Ben Sasse took time to meet with members of Capital Strategies Group as well as several local business leaders. He shared his thoughts on tax reform, Senate budget negotiations, jobs, and even the future of cyber-war.  Senator Sasse serves on the Senate Committee on Finance, the Select Committee on Intelligence, Committee on the Budget, ...

Capital Strategies Group, Inc. is pleased to announce that the firm has received top-tier rankings in the 2021 edition of the Chambers High Net Worth guide. “Chambers High Net Worth ranks the leading and most dedicated lawyers for international private wealth… The guide can be used by family offices and professional advisors to wealthy families, providing objective guidance on an ...

Capital Strategies Group is pleased to announce the election of David F. Byers, Jr., Managing Principal, as Chairman of the Board of M Financial Holdings Incorporated (MFH) and M Financial Re. M Financial is the leading life insurance distribution, service, and product organization serving high net worth individuals, executives, and employers in the US. M Financial provides independent ...

David Byers, Managing Principal Capital Strategies Group joined Jeff Richetti for a Break-out Session on the virtual mainstage September 15th to discuss today’s favorable gift and estate tax rates, and how to prepare for the future. David reviewed several case studies using strategies that highlight the effectiveness of incorporating life insurance into wealth transfer strategies. David is ...

MOUNTAIN BROOK, AL – Capital Strategies Group would like to once again congratulate our very own Richard Douglas for winning the prestigious Harris Cup! Richard successfully defended his club championship title at the Country Club of Birmingham on Sunday, August 23rd. This victory was a close one, beating a former Harris Cup winner by one stroke on the 18th hole. Richard’s 69-74 (143) win in ...

The 2019 Maestro’s Ball, the largest annual fundraising event for the Alabama Symphony Orchestra, was hosted by John and Molly Carter on Friday, September 6.   The ASO and Maestro Carlos Izcaray took the audience on a musical journey to Paris, exploring the romance, drama, and beauty of French music, after which the Carters hosted a beautiful gourmet dinner.  The event surpassed all past ...

Capital Strategies was again the lead sponsor of the ACTEC event in April 2019.  Richard Douglas, Will Worrell, Harrison Jones and Will Walker of Capital Strategies enjoyed the Memphis skyline at the 2019 Southeast Regional ACTEC meeting. We look forward to New Orleans in 2020! #5888878.1 

AALU Chairman David Byers of Capital Strategies speaks to the AALU membership on the opening day of the 2019 AALU meeting, emphasizing the extraordinary progress made in 2019 and the opportunities for growth in 2020 and beyond.  He will serve on the AALU Executive Committee as Immediate Past President through April 2020.#5888878.1

​At the 2017 M Marketing Meeting, David Byers from Capital Strategies presented at a breakout session. The topic of his presentation, “Planning in Light of Pending Tax Reform”, was well received by those in attendance. #5888878.1

John Carter is once again in charge of corporate fundraising for the Maestro’s Ball for 2017. Stay tuned to find out more about this wonderful event.  Capital Strategies’ John Carter was recently publically credited by honorees Dixon Brooke and Charlie Perry with chairing the 2016 Symphony corporate fundraising committee to a great result.  “The Alabama Symphony is critical to the quality of ...

Capital Strategies participated in the 2016 ACTEC Southern Regional Meeting held April 22-24 at the Grand Bohemian Hotel in Mountain Brook, Alabama.  David Byers, Will Worrell and Hudson Williams of Capital Strategies offered a presentation on split-dollar life insurance funding with Birmingham attorney and ACTEC fellow Dale Stone moderating.  Capital Strategies then partnered with Northern ...

On May 5, Capital Strategies’ Managing Principal David Byers was elected Secretary and a member of the Executive Committee of the Board of Directors of AALU (Association of Advanced Life Underwriters).  AALU a 40 year old organization that has become the “tip of the spear” for the advanced life insurance industry, actively lobbying Congress for the protection of life insurance products ...