Let’s explore a rarely talked about life insurance product for high-wealth individuals and families. Briefly, the life insurance industry has experienced its share of twists and turns over the years. None more than the niche product, private placement life insurance (PPLI). However, this wealth management strategy isn’t for everyone. Many

After 35+ years of serving clients in the life insurance industry, I’ve seen many clients navigate the task of beneficiary assignment. On that same note, “Chris, is life insurance part of an estate?” rings through my office plenty of times during one week. And for good reason. Life insurance

In this post, we examine a vital and often overlooked aspect of life: end-of-life (EoL) planning. Many individuals need help making financial, legal, and medical decisions toward the end of their life. Here, we look at end-of-life planning, it’s impact, and whether it’s genuinely necessary. Plus,

Leaving a legacy means knowing what happens to debt after you die, which is why we’re diving into that topic in this post. After all, it’s tricky enough being financially savvy in the land of the living, let alone worry about debt when life ends. Here,