Holistic Estate Planning & PPLI: Strategies for Preserving More Wealth
Автор: Valur
Загружено: 2025-10-01
Просмотров: 144
Описание:
Estate planning isn’t just about transferring assets - it’s about preserving and growing wealth across generations. In this webinar, Mani from Valur and Rajiv Rebello, Principal and Chief Actuary of Colva will demystify holistic estate planning and introduce Private Placement Life Insurance (PPLI) as a powerful strategy for long-term preservation.
In this session, you’ll learn:
How to Think About Holistic Estate Planning
Pros and Cons of Moving Assets Outside the Estate: key trade-offs every family should weigh
What PPLI Really Is and why it’s becoming a preferred wealth planning tool
How PPLI + Estate Planning = More Wealth
Real-Life Case Studies
Live Q&A
If you want to protect what you’ve built and create more opportunities for the next generation, this session is for you.
👉 Register now to secure your spot!
If you'd like to schedule a call with us, go to valur.com/schedule.
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