Our
Thinking

GRATs and CLATs offer exceptional opportunities for tax-efficient wealth transfer. But when paired with life insurance, their potential for impact, both financial and philanthropic, grows exponentially.

Fairness and equality stand at the heart of decisions about whom to give to and what to distribute in estate plans.

For affluent clients and institutions considering life insurance options, whole life insurance may or may not be a perfect fit.

For younger affluent clients, one essential tool to help secure a financial future that should not be overlooked is life insurance.

Our CEO writes for InsuranceNewsNet on how affluent individuals and families are using PPLI for legacy planning.