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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.


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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