Explore how PPLI strategies can help business owners and high-net-worth families grow post-sale wealth, strengthen client relationships, and avoid costly pitfalls.

Secure your spot: exit-planning-institute.org/events-detai...
#wealthstrategies #businessowners #financialplanning #exitplanning #PPLI

Join Brad Barros at the October Chapter Meeting to see how PPLI strategies help business owners & high-net-worth families grow wealth, speed client engagement, and avoid pitfalls.

Register Here:
exit-planning-institute.org/events-detai...

#PPLI #WealthPlanning #LosAngeleschapter #Exitplanning

Excited to be on the separate managed account (SMA) panel at the 3rd Annual Southern California private placement life insurance (#PPLI) & private placement variable annuity (#PPVA) Forum, May 13–14 at the Westdrift Hotel in #ManhattanBeach.
LIFE INSURANCE DONE SMART™️ our #PPLI and #PPVA program!

Proposal to Eliminate the PPLI Tax Dodge "Life Insurance, But Make It Tax-Free Hedge Funds": A Proposal to Curb the Ultra-Wealthy’s Favorite Loophole

🚨 PPLI Tax Dodge Exposed! 🚨 Ultra-rich hiding billions in "life insurance" turned hedge funds? My article dives into how this sneaky trick works and the plan to shut it down. #PPLI #TaxLoopholes #FairPlayFinance basstaxgroup.com/tax-news/f/p...

How Taxes Would Change Under Democrat's Newest Proposal

The bill would effectively end the use of private placement life insurance (PPLI) contracts for tax purposes...

#PPLI #TaxReform #FinancialPlanning #InvestmentStrategy #WealthManagement

Michael Ashley Schulman, CFA on LinkedIn: #insurance #ppli #ppva #ppli #ppva #alpha #ria #uhnwi #estateplanning… Huge thank you’s to Spearhead Administrative Services, the #insurance carriers—Prudential Financial, Investors Preferred, and Axcelus Financial—and all the…

Over 120 industry partners and peers joined the 2-day, Second Annual Spearhead #SouthernCalifornia #PPLI & #PPVA Forum this past Tuesday and Wednesday in #ManhattanBeach, CA—the largest ever such dedicated gathering on the west coast. #insurance www.linkedin.com/posts/rbtrag...

Michael Ashley Schulman, CFA on LinkedIn: #ppli #ppva #florida #heckerling #ppli #ppva #insurance #e... Had an amazing time speaking and networking at "Deep Dive Into #PPLI & #PPVA" this week in Winter Gardens, #Florida in conjunction with the 58TH Annual…

Had an amazing time speaking and networking at "Deep Dive Into #PPLI & #PPVA" this week in Winter Gardens, #Florida in conjunction with #Heckerling. #estateplanning #insurance #wealthtransfer #wealthgeneration #taxplanning
www.linkedin.com/posts/rbtrag...

Michael Ashley Schulman, CFA on LinkedIn: #ppli #ppva #miami #artbasel #ppli #ppva #idfs #multifamil... I had a terrific time as a panelist at the Spearhead Art Basel #PPLI & #PPVA Forum last week in #Miami during #ArtBasel week. It was an insightful private…

I had a terrific time as a #speaking at the Spearhead #ArtBasel #PPLI & #PPVA Forum last week in #Miami during #ArtBasel week.
www.linkedin.com/posts/rbtrag...

Michael Ashley Schulman, CFA on LinkedIn: #ppli #ppva #mobile #wealthmanagement #apps #estateplannin... APPs CAN DO A LOT; BUT NOT EVERYTHING Certain insights, structures, and compelling estate planning ideas like private placement life insurance (#PPLI) and…

Certain insights and estate planning ideas like #PPLI & #PPVA cannot be easily whittled down to an app.
I was quoted in an InsuranceNewsNet article regarding leveraging #mobile #wealthmanagement #apps to increase client engagement and satisfaction. www.linkedin.com/posts/rbtrag...

Michael Ashley Schulman, CFA on LinkedIn: #artbasel #ppli #ppva #forum #miami #familyoffice #estatep... I am excited to speak at the #ArtBasel #PPLI & #PPVA #Forum in #Miami on Dec 6. It is the second conference I’ve been invited to be a speaker at that week…

Am excited to speak at the #ArtBasel #PPLI & #PPVA #Forum in #Miami on Dec 6 on custom private placement life insurance & variable annuity account management for #insurance brokers, other RIA’s, and their clients.
#familyoffice #estateplanning #investing
www.linkedin.com/posts/rbtrag...