Business Insights

Strategies For Success: Loan Regime Split Dollar in the Employer-Employee Setting

June 26 11:00 am - 12:00 pm

Tune in as Michael Fontanini, VP of Advanced Sales and Design at Lion Street, and Don Curristan, Managing Director at Executive Benefits Solutions, provide a ground-level producer perspective of employee-employer loan regime split dollar.

Get to Know

SAGAR M. DALAL
DALAL Capital Advisors
AALU Member Since 2014


In 2014, Sagar joined his father, Mayur, in the family business. 

Sagar assists in all facets of the business, including wealth management, life insurance, estate, charitable and tax mitigation  planning.

He has joined AALU’s TRANSFORM 2019 Program & Experience Committee. He will be volunteering to create a comprehensive and insightful experience.

Get to Know

CHET SCHWARTZ
Strategies for Wealth
AALU Member Since 2008


Chet is a Registered Representative and Financial Advisor of Park Avenue Securities and a Financial Representative of Guardian. Chet brings a “Protection First” philosophy to his discussions to help ensure that any client success already achieved is insulated from outside economic influences that could potentially result in myriad kinds of wealth diminishment. 

Chet is also a member of the AALU Board and Co-Chairs the Member Services Committee. His ability to bring a diverse perspective to the Association’s strategy is essential as AALU continues to broaden its vision and grow the membership.

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