Description:
One of the most common misconceptions around PPLI is that the money is “untouchable” or that it should be viewed as “last resort” funds – this is absolutely not the case. We believe that PPLI should be the first place our clients consider accessing to get the liquidity they want and need.
In this webinar, Ben Rainey and Frank Hirsch, J.D. examine real-world case studies on the use of PPLI and PPVA to increase spendable lifestyle income from an investment portfolio as well as unpack the mechanics of accessing money from a PPLI and PPVA contract.
Outline:
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Presented May 28, 2024
