With the 2017 tax reform, there were a few items that could have drastically changed estate planning strategies for the affluent individual. But, let’s keep a few things in mind: The bill passed with zero Democrat support. When Democrats get back the majority, they are likely to do whatever is in their power to dismantle… Read more »
Let’s walk through how someone could amass millions more through Private Placement Life Insurance (PPLI) than through most other investment vehicles. For a definition, benefits and other considerations for PPLI, read our blog, “Why You’ll Never View Life Insurance The Same Way Again”. Let’s say John reads an article, and realizes that for PPLI, funds… Read more »
