Vernon W. Holleman

W. Holleman

Vernon W. Holleman is the President of The Holleman Companies. He joined the firm in 1994. The firm is a member firm of M Financial Group, the nation's most successful insurance buying consortium. He is published with regularity in both industry (e.g. National Underwriting) and trade magazines and often speaks on the subject and importance of succession planning. He served as President of the District of Columbia Association of Insurance and Financial Advisors (DCAIFA) from 2003-2004 and is a member of the DC Estate Planning Council. Vernon hosts a series of Podcast interviews with business owners, e.g. Austin and Knight Kiplinger, on the topic of succession planning called the Holleman Business Succession Forum, which can be found on the firm's website ( or through iTunes.

Vernon is a 1989 graduate of St. Albans School in Washington, D.C., and a 1993 graduate of the University of Denver where he received a B.A. in both Political Science and Public Policy. He is the Immediate Past President of the Downtown D.C. Kiwanis Club and served on the Board of Aidan Montessori School and the MedStar Research Institute Board, the research center of MedStar Health. He is Chair of the Planned Giving Committee (PGC) of The Washington National Cathedral and serves on the PGC at both National Cathedral School and St. Albans School, where he also serves on the Development Committee. He is also a Trustee of the Federal City Council and on its Executive Committee.

Life Insurance’s Role in Family Business Planning
Although recent tax law changes have alleviated some of the need family businesses have for liquidity at death, life insurance still has a key role to play in succession planning.
Is Life Insurance in the Family Business Dead? 
Vernon W. Holleman, III discusses two life insurance planning strategies an advisory team may want to consider and answers the headline's question.
Private Family Foundations and Life Insurance 
Vernon W. Holleman III outlines how you can help charitable motivated clients enhance the impact of their giving.
An Ounce of Prevention 
A great deal has been written in the last decade about trust-owned life insurance (TOLI) and the responsibilities and obligations of trustees/fiduciaries
Industry Newsletters
Investment Category Sponsor Links
Practice Management Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×