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Learn how the tax-advantaged and unique design of Commission-Free private placement annuities and life insurance can elevate wealth planning outcomes for your clients.
Discussions include:
- How private placement products offer access to both investment alternatives and product designs that may not exist with traditional tax inefficient investment products
- How to help minimize, or potentially eliminate, income tax or any reporting associated with investment activities
- Why private placement is often an intelligent allocation for high-net worth clients
Featured Speakers
Tim Rembowski
Team Lead, DPL Financial Partners
Tim is well-versed in helping RIAs understand and leverage new Commission-Free insurance products as an investment asset for their clients. He holds his Series 6, Series 63 and Kentucky Life Insurance License.
Casey Abbott
Managing Director, Lombard International
Casey has spent 12 years in the Private Placement and Fee Based areas of the market. He holds his FINRA Series 6,22,62 and 63 licenses as well as state life insurance licenses.
Enhanced Wealth Planning Strategies with Private Placement
Learn how the tax-advantaged and unique design of Commission-Free private placement annuities and life insurance can elevate wealth planning outcomes for your clients.
