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Make a Difference: Tell Your Representatives to Stop Harmful Policies and Over-Regulation!

The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched thin. But how is the industry adapting to these challenges?

Join us on August 16th at 1:00pm Eastern for a webcast on the future of insurance.

Register today!

We'll discuss:
  • Market trends that are shaping the industry's future
  • Top threats in a rapidly evolving, complex landscape
  • Risk management solutions that create the biggest, positive impact on personal and business risks
This is a must-attend event for anyone who wants to stay ahead of the curve in the insurance industry. Our speakers are:
  • Pat Soldano, President & Chairman, FEUSA
  • James P. Kane, Personal Risk National Practice Leader, USI
  • Tony Gebely, CEO·Annapurna, Cybersecurity
Secure your spot now to gain valuable insights and be better prepared for the future of insurance. See you on August 16th!

Register today!

Don't miss this opportunity to learn about the future of insurance!
About USI
From many great individuals USI has become one unique industry leader. USI began in 1994 with a single office of $6.5 million of revenue and 40 associates. Today, USI is approaching $2 billion in revenue with more than 9,000 associates in approximately 200 offices across the country.
Stay safe and healthy,
Pat Soldano
President; Policy and Taxation Group
[email protected]
712 H Street NE Suite 1091
Washington DC 20002
(202) 681-8365‬

Upcoming Events

August 9: FEUSA/PATG luncheon event, Denver, CO

August 10: Family Office Presentation, Chattanooga, TN

August 24: 2023 Annual Survey Results, Whittier Trust, Virtual
September 11-12: University of Cincinnati Annual Gala, Cincinnati, OH

September 12: “Protecting The Wealth Of Family Businesses In A Volatile Tax Environment”, Virtual
September 13: Philanthropic Strategies for Successful Families webcast, Virtual
Voice of Family Business on Capitol Hill
Sign-Up For New Podcast: "Voice of Family Business on Capitol Hill" with host Pat Soldano.

Join our growing family of podcast listeners by clicking on the links below to our new podcast, "The Voice of Family Business on Capitol," where each episode delves into the major issues facing family businesses and family business centers today. Subscribe by clicking on these links, or wherever you get your podcasts.
We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…

As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter.

The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill.
About Policy and Taxation Group
Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them. Since 1995, PATG has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.
Have questions or would like more information about becoming a Supporter or donating? Please contact John Marino at [email protected].

Policy and Taxation Group Strategic Partner

Policy and Taxation Group Strategic Partner
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Policy and Taxation Group