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Sophisticated Planning Strategies that You’ve Never Heard Of – By Gerry Nowotny

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

Tax Strategy for High Net Worth Families

Multi-Generational Tax Strategy for High Net Worth Families

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 insurance contracts are more than a viable solution to the problem.


Private Placement Insurance

In Trump Administration, Private Placement Insurance Has a Rising Role

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.


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