MossAdams - Lars Landrie

Industry Expertise

Cross Industry

Practice Focus

Financial Planning Institutional Wealth Management

Biography

Lars has worked in financial services since 1993, specializing in wealth management. He helps closely held business owners, individuals, and families develop their financial plans, manage their assets, and achieve their investment goals. Lars also provides corporate cash management and insurance analysis for his clients and leads the firm’s personal financial planning technical discipline group.

Lars is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds Series 65 and life insurance licenses.

Professional Affiliations

Member, Financial Planning Association
Member, Financial Planning Association of Puget Sound

Education

BS, finance, Central Washington University
Graduate, College for Financial Planning

Insights from Lars Landrie

What to Know About Washington State’s Publicly Funded Long-Term Care Insurance

Learn details of the state’s publicly funded insurance program and how it could affect retirement plans, businesses, and more.

How to Fund a Buy-Sell Agreement with Life Insurance and Transition Your Business

Buy-sell agreements are for a business’s long-term success. Learn how life insurance provides the cash to fund a buyout.

How Tax-Loss Harvesting Can Help Save Investors Money

Tax loss harvesting can help reduce tax liability. Learn how unrealized losses could save you money in our Insight.

How Low Interest Rates Affect Your Life Insurance Policy

Low interest rates directly impact your life insurance policy’s cash value and your premium. We offer some tips to help manage your investment.

Avoid Disaster When Designating Beneficiaries on Your Retirement Plan

Getting beneficiary designations wrong can have negative consequences for the people and entities the account owner intended to benefit. It’s essential to understand what those consequences are and the options available to get them right.

Is Life Insurance Funding Your Buy-Sell Agreement? It’s Time to Dust Both Off

Contractors frequently use life insurance to fund their buy-sell agreements. After all, it’s a simple mechanism to pay out cash when it’s needed. The catch? Most companies don’t revisit their policies frequently enough to keep them aligned with their buy-sells or their changing needs.

Life Insurance: The Tax Fundamentals

Generally life insurance benefits at death are not subject to income tax except in a few key circumstances. We look at some of these situations and other ways in which your life insurance could impact your tax liability.