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Article – PPLI

Presented by: Ben Rainey & Aidan Elliott

Description:

In this short document, Ben Rainey and Aidan Elliott provide a brief overview of Private Placement Life Insurance (PPLI). A condensed case study is presented illustrating the financial impact of utilizing PPLI has a part of a client’s overall net worth.

Topics Covered:

  • Private Placement Life Insurance
  • Tax mitigation strategies using life insurance
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