Waxman, Cavner, Lawson
6850 Austin Center Blvd, Suite 350 | Austin, TX 78731-3132 | Phone: 512.476.6392
John Lawson

John Lawson

After earning an MBA with Honors from The University of Texas in 1993 and a BBA from The University of Texas in 1984, John has amassed a broad range of experience in financial, estate, business, insurance, and investment planning. He is a CERTIFIED FINANCIAL PLANNER(TM) professional, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), holds licenses for Group I Individual Life, Variable Life, and is a member of the Association for Advanced Life Underwriting (AALU).

John holds insurance brokerage licenses in several states including Texas, Florida, and New York as well as in Bermuda. He carries a Bermuda work permit during the facilitation of offshore transactions. He has lectured on the subject of private placement variable life insurance planning and products to various groups including the Heckerling Institute, M Financial Group's National Advisor's Conference and the American Bar Association Section of Taxation. John has also participated in private briefings with asset managers and brokerage firms and he has presented at numerous insurance conferences on the subject of offshore private placement life insurance.

John has authored numerous insurance related publications and presentations which include the following:

  • "Private Placement Products," The M Financial National Advisors Conference (The Sanctuary, Kiawah Island, South Carolina; November 2006)
  • "The Tax Question - A Panel Discussion," MARHedge World Wealth Summit (South Hampton, Fairmont, Bermuda; October 2006)
  • "Buyer/Seller Forum: Expanding the Distribution Landscape for Selling PPLI Through Education, Marketing, and Sales Strategies - A Panel Discussion," 4th Annual Hedge Fund Investing through Life Insurance and Annuities (Miami, Florida; February 2006)
  • Lawson, John et al. "An Introduction to PPLI" - the introductory chapter for a comprehensive book for advisors in the private placement marketplace, The PPLI Solution; Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance. Princeton: Bloomberg Press, February 2005
  • "Domestic vs. Offshore Debate: Who's got the Best PPLI?" IBC Annual Hedge Fund Investing through Life Insurance (New York, New York; June 2004)
  • "Understanding Insurance for High-Net-Worth Individuals"- American Bankers Association Private Wealth Management School (Fuqua School of Business, Duke University; May 2004)
  • "Utilizing Alternative Investments in a Tax Advantaged Environment: The Mechanics of Private Placement Life Insurance," SSB/Consulting Group Private Briefing (Santa Fe, New Mexico; April 2003)
  • "Placing and Retaining Private Placement Variable Life Insurance Contracts in the Super-Affluent Marketplace," IBC's Hedge Fund Investing Through Life Insurance (New York, New York; April 2003)
  • "Utilizing Hedge Funds in a Tax Advantaged Environment: The Mechanics of Private Placement Life Insurance," SSB/Consulting Group University Grad School (Denver, Colorado; February 2003)
  • "Advanced Investments in Life Insurance Strategies - Use of Hedge Funds in Offshore Private Placement Life Insurance," 37th Annual Heckerling Institute on Estate Planning (Miami, Florida; January 2003)
  • "Offshore Trust Planning: Use of Hedge Funds in Offshore Private Placement Life Insurance," ABA Section of Taxation - 2003 Midyear Meeting (San Antonio, Texas; January 2003)
  • "Complex Estate Planning Techniques for the Ultra High Net Worth Client," APIC 12th Annual Education Conference (San Antonio, Texas; May 2002)
  • "Advanced Investment and Life Insurance Strategies," State Bar Texas Advanced Estate Planning Strategies (Santa Fe, New Mexico; April 2002)
  • "Offshore Life Insurance," The American College of Trust and Estate Counsel (Montreal, Canada; June 1999)