What to Look for in a PPLI Broker (Very Few Qualify)
Автор: Life Insurance Strategies Group
Загружено: 2025-07-22
Просмотров: 161
Описание:
Not every broker is built for private placement life insurance. In fact, fewer than 25 in the U.S. have handled 20+ PPLI cases.
In this clip from our full Tier One video on PPLI counterparties, Jay shares what we look for in a broker—experience, long-term commitment, and a real succession plan.
Because your policy might last 40+ years… and your broker should too.
Watch the full video for our full checklist across brokers, attorneys, carriers, fund admins, and more.
#PPLI #PrivatePlacementLifeInsurance #HNW #WealthPlanning #LifeInsurance #SuccessionPlanning #TierOneInsights
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