KEY TAKEAWAYS Wealth planning looks beyond the basics of investments to examine your larger financial picture.Trusts, partnerships and life insurance are three strategies that often are used as part of an overall wealth planning effort.True wealth planning also...
Private placement life insurance (PPLI) helps mitigate the tax bite from a variety of different types of investments and makes it possible to capture returns tax-free.Even if the government lowers the tax rate going forward, you still come out ahead using PPLI if you...
If you’re a business owner, life insurance-based strategies and solutions are a valuable tool if you’re trying to build a sizeable estate and/or to help preserve that estate. As an investor with significant assets, it’s ...
