Bob Cohen

Bob Cohen

Bob’s focus is in the charitable planning and life insurance arena, leaving the investment and comprehensive wealth management disciplines to other qualified professionals.

With a non-profit/gift planning background beginning in 1989, Bob is also co-founder and partner of Tamar Fink Charitable Advisors (TFCA), supporting gift planners to expand their donors’ charitable capacity and maximize their giving. TFCA is approaching $1 billion in charitable gifts for both U.S. and international non-profits.

“It is extremely rewarding to help donors align their giving plans with their giving goals, in order to increase their favored non-profit’s capacity to deliver services.”

Specializing in the evaluation of mispriced and underperforming policies, Bob remedies years of in-force policy neglect and mismanagement. Bob “rescues” lapsing policies to acquire new, favorably priced policies, including those individuals with “pre-existing conditions.”

“I am deeply concerned that good people, buying life insurance for selfless reasons, will lose their policy due to poor policy design, unrealistic assumptions and lack of professional attention. My goal is to help all beneficiaries receive their anticipated benefits.”

Bob is an established speaker and writer on the topic of charitable planning, effective policy evaluation and maintenance.

He has presented and/or authored for:

  • Minnesota Planned Giving Council
  • Minnesota Bar Association — Probate and Trust Law Section
  • Minnesota Society of CPA’s — Estate and Personal Financial Planning Conference
  • Bank Holding Company Association
  • National Association of Insurance Women
  • West Legal Education / Thomson Reuters

Probate & Property – “Estate Planning With Life Insurance Policies: Reduce Potential Liability While Improving a Client’s Estate Plan”
The Hennepin Lawyer – “Have it Both Ways Life Insurance Planning: How to Take Back Control of Your Benefits From Life Insurance Companies”
United Banker’s Bank Quarterly – “Irrevocable Life Insurance Trusts: What Does My Bank Need to Know?”
The Kitces Report – “Advancing Knowledge in Financial Planning”

Family:
Sarah, wife of 19 years
3 children
Lives in Minnetonka, MN

Board Services:
Pinky Swear Foundation
Bet Shalom Synagogue

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