Private placement life insurance (PPLI) is one of the most effective tools available to the most successful entrepreneurs to help them mitigate taxes on investment gains and address wealth transfer concerns. Using case studies, we will discuss how PPLI can be used to help facilitate a financial dynasty, mitigate taxes on a family business and significantly increase investment returns.

Please reach out to [email protected] if you'd like any of these additional resources:

Frank Seneco and Cliff Oberlin PPT Presentation- Session 5- Dec 15