missy@financialexpertsnetwork.com1 year 7 months ago
A few comments from listeners when they were asked what the learned from the webinar:
As opposed to classical cash value life insurance with high fees and low returns, the PPLI seems to allow high net worth clients the "managed account" experience of a diversified portfolio with major tax benefits. - Aaron S.
Basics around PPLIs and benefits for tax and potential estate tax avoidance - Kevin H.
Reinforced what I have long believed about maximizing the premiums (contributions) with limiting the death benefit. - Paul K.
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As opposed to classical cash value life insurance with high fees and low returns, the PPLI seems to allow high net worth clients the "managed account" experience of a diversified portfolio with major tax benefits.
- Aaron S.
Basics around PPLIs and benefits for tax and potential estate tax avoidance
- Kevin H.
Reinforced what I have long believed about maximizing the premiums (contributions) with limiting the death benefit.
- Paul K.