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Sophisticated Planning Strategies that You’ve Never Heard Of

A Financial Poise column that dives deep into private placement life insurance (PPLI), annuities, tax planning and investment managers.


Multi-Generational Tax Strategy for High Net Worth Families

April 18, 2017

  by Gerry Nowotny, J.D., CLU, ChFC, CFP   Tax and estate planners familiarize themselves with the tax advantages of insurance contracts, but unfortunately, limit themselves and their clients to fully commissionable insurance contracts that suffer from a lack of investment flexibility. For high net worth families looking for a robust multi-generational tax strategy, private placement […]

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In Trump Administration, Private Placement Insurance Has a Rising Role

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?   […]

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