Tom Jordan BOLI/COLI Expert

As a founding partner of M Benefit Solutions, Tom has brought bank strategies to 423 corporations and banks.  He serves as a strategic advisor and on the Advisory board of M Benefit Solutions Bank Strategies.  M Benefits began in 1962 and serves both public and private companies. 

 

They are leaders in the design and administration of executive compensation planning and pioneered the landmark 1974 legislation that formed the basis of NQDC programs. 

 

Other accomplishments: 
US Marine Corps Veteran

Economics and Masters of Science degree in Financial Services 
Chartered Life Underwriter (CLU)

James "Duke" Aiona, JD

Mr. Aiona served as the 10th Lieutenant Governor of Hawaii from 2002 to 2010.  He also served as a Family Court Judge for Hawaii prior to becoming Lieutenant Governor. 

 

Currently Mr. Aiona is helping Family Estates in Hawaii with Estate planning and has a Host talk radio show 808STATE UPDATE addressing relevant issues in Education, Health, Finance, Sports and more.

 

Other accomplishments: 

Head coach of St. Louis High School's Varsity Basketball team's 1986 State Champions

Mentorship of many youth in Hawaii through an organization called Ho'omauike

Tsutomu "Tom" Ueki, CPA

Mr. Tom Ueki served as head of Financial Institutions Group, Managing Director at JP Morgan, Morgan Stanley and Barclays Capital more than twenty years. Mr. Ueki was involved in the origination and execution of many Japanese financial institutions' cross border M&A and Capital raising transactions including IPO.  Recently, he has been advising various start up companies on financing, corporate planning and exit strategy.

Other Accomplishments:

Co-Head of IPO of Sony Financial Holdings - Japan's largest IPO transaction in 2007

Co-head Millea Holdings' (now Tokio Marine Holdings) acquisition of a Brazilian insurance company.

Nippon Life Insurance's first offshore issuance of Foundation Fund 

Exclusive Bloomberg Award

Being in the Investment and Asset protection Industry since the 1990's, Del has established extensive experience to be alongside Business and Family Estate’s financial needs in an unbiased way multi-generationally.

 

With a disciplined approach in comprehensive Wealth Management plans as well as a Methodology to help Businesses discover, prepare and decide to sell at an increased multiple or re-capitalize, Del has collaborated with experienced Advisors and Experts to increase Value and resolve financial drains that take place knowingly and unknowingly.

 

Del has been married for 30 years and have 2 children.

 

Credentials:

 

Board Member of River Of Life Mission for the Homeless 2010-2018

Managing Director of Personal Transformation International 501c3

Member of the Million Dollar Round Table from 2001-2004

Member of the TOP of the Table MDRT in 2005

Certified Wealth Strategist Designation through Cannon Financial Institute

Certified Exit Planning Advisor

Business Value Builder Advisor

 

Other accomplishments:

 

National Gold Key award for Art 1985

HS Male Athlete of the year 1985

University of Hawaii Warriors Football travel team 1986

International Ukulele Competition Finalist 2011-2013, 2017 Winner

Del H. Fujinaka CWS, CEPA
The Team