A Financial Poise column that dives deep into private placement life insurance (PPLI), annuities, tax planning and investment managers.
February 8, 2017
If you don’t know private placements, you should now. Here’s why: by Gerry Nowotny, J.D., CLU, ChFC, CFP This article introduces the private placement life insurance industry and reveals planning opportunities for its products in a Trump presidency—especially in light of his proposed tax reforms. Overview—Does anybody really know what time it is? […]