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Video – Rethinking Asset Location: Mitigating Income Tax Drag with Private Placement Life Insurance and Annuities


In this webinar, Ben Rainey and Aidan Elliott of WealthPoint will discuss the recent evolution in the ever-changing Private Placement Life Insurance and Annuity market. Ben and Aidan will briefly review the basics of Private Placement products and their utility. Attendees will discover why the traditional model of delivering Private Placement Life Insurance and Annuities through Insurance Dedicated Funds is less valuable to today’s UHNW clients and family groups. Additionally, Ben and Aidan will share the recent advancements that now afford advisors the ability to manage client assets through an SMA on a tax-deferred and tax-free basis leveraging any asset available on their custodian platform.

Topics Covered:

  • Private Placement Life Insurance
  • Private Placement Variable Annuities
  • Estate Planning
  • Multi-generational Estate Planning

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