23 Mar 2022

What The CPA & Attorney Need To Know About The Living Benefits of a Life Insurance Policy

A client benefits most when their advisors communicate with one another. If the subject of collaboration of advisors in the Family office, or the use of Private Placement Life Ins, (PPLI) is of interest, then I think you’ll find the Bloomberg article below a good conversation starter.

Bloombg-Tax-Liv-Ben-Mar-22-1

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