Tag: wealth management

How John Amassed a Million: A Private Placement Case Study

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 »

Saving Your Qualified Retirement Plan

Military team working together

In Saving Private Ryan, Tom Hanks played an army captain for a band of men whose mission was to find Private Ryan and escort him safely home (because his 3 brothers had already lost their lives in World War II). Though your qualified retirement plan is not a matter of life and death, it may… Read more »

Married Couples: Estate Planning for Him and Her

Estate Planning for Married Couples

What better way to show your love than to make sure that you have an estate plan that covers and protects your spouse, while at the same time maximizing wealth transfer to your children (and grandchildren)?  Protection can come in the form of reducing the taxes that will be owed on your estate, or reducing… Read more »