PPLI Deep Dive – Repurposing Existing Life Insurance for PPLI

In this PPLI Deep Dive, Ben Rainey and Frank Hirsch, J.D. of WealthPoint with Travis Burke, of Axcelus Financial and Anthony Stanek of Investors Preferred discuss one of the best kept secrets in the life insurance industry. This presentation provides an overview of utilizing an existing life insurance policy or policies for PPLI without disrupting any current planning including multiple real-life case studies.

Description:

In this PPLI Deep Dive, Ben Rainey and Frank Hirsch, J.D. of WealthPoint with Travis Burke, of Axcelus Financial and Anthony Stanek of Investors Preferred discuss one of the best kept secrets in the life insurance industry. This presentation provides an overview of utilizing an existing life insurance policy or policies for PPLI without disrupting any current planning and includes multiple real-life case studies.

Outline:

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Presented February 6, 2024

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