June 18, 2020
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 […]
March 12, 2020
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 […]
January 7, 2020
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 […]
January 7, 2020
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 […]
December 17, 2019
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 […]
December 17, 2019
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 […]
December 17, 2019
Financing is best achieved when the client can afford to pay cash. Financed life insurance policies are oft-prescribed but little understood vehicles that can have catastrophic […]
December 17, 2019
Originally published in Journal of Taxation of Investments – Winter 2012. This article provides an overview of the use of the private placement group variable deferred […]
December 17, 2019
Originally published in Trusts & Estates/Wealthmanagement.com – July 2012. Frozen cash value (FCV) is best known as a private placement flexible premium variable adjustable (universal) life […]