Private Risk Capital Development Advisors, LLC, Leading the way in PPLA and PPA Solutions
When it comes to Private Placement Life Insurance (PPLI) and Private Placement Annuity (PPA), the firm that supports you must be one you trust implicitly. It’s a business where every
The Early Lessons of Coronavirus and Wealth Protection
Clients need advisors who can lead them through these troubled times. It is abundantly clear that most of us have little understanding how the coronavirus will impact our financial lives
Doing Well by Doing Good, Redux: The S-Corporation Charitable Remainder Trust Stock Bailout – A Real Philanthropic Opportunity for the S-Corporation Shareholder via use of Shareholder Option Design
by: Steven A. Horowitz, JD MBA A recent article posits that the rules regarding the contribution of S-Corporation stock must change because of the fact that such change could open
Private Company, Private Equity and VC and Non-Bankable Business Assets and Real Estate Interests in Private Placement Variable Life Insurance Policies
With regard to the use of a Private Placement Variable Life Insurance to own privately held business interests of the insured, I have set forth a detailed outline in response
Unlocking Client Gatekeepers
By Bradley A. Barros, James H. Jordan and Steven A. Horowitz, Esq. Overcoming objections from a client’s CPA or attorney is part and parcel of a wealth advisor’s experience. While
Financed Life Insurance—the Emperor Has No Clothes
Today, with over 20 trillion of dollars of life insurance in force, sales presentations have morphed into highly complex illustrations, which has made it nearly impossible for most life insurance