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One strategy gaining traction is the intergenerational split-dollar (IGSD) arrangement, a sophisticated life insurance funding mechanism that leverages valuation discounts and estate inclusion rules to transfer wealth with minimal tax friction.

This month, our CEO, Jay Judas, sits down with Nikki Pethtel, President and CFO of Investors Preferred Life Insurance Company. They talk about Nikki’s unexpected path from small-town Illinois to the helm of one of the fastest-growing PPLI carriers in the country, how separately managed accounts have helped drive adoption, and why education is at the heart of IPL’s success. Plus, you’ll learn why South Dakota is a power player in life insurance…and where to find a Mediterranea

This month, our CEO, Jay Judas, talks to Samita "Sam" Malik, Chief Insurance Officer, Arta Finance . The pair discuss Sam's path from...

Half of our individual client engagement involves PPLI, so we thought it was time to cover the basics.

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