We’re excited to bring you an insider’s look into some of the most brilliant minds in the world of trust & estate, luxury services, and wealth management.
Where to listen:
Private Placement Life Insurance (PPLI) can offer both tax and non-tax benefits under the right circumstances. But like any financial product, understanding the complexity is key. Join us for a conversation with Craig Welch, President of LongRoad Risk Management, in this educational session on who may qualify to purchase, how it’s acquired, various tax and asset protection attributes for consideration, fees, and useful estate planning structures through which PPLI may be purchased.
February 1, 2024
at 7 pm CT