18 Jan 2022

Nassau County Bar Association: Understanding How Life Insurance as an Asset Class Provides a Living Benefit

Everyone knows that life insurance provides a death benefit to the beneficiaries, but very few people are aware that it can also provide three distinct ‘Living Benefits’ for the insured. 

I’m honored to be discussing this topic at the Nassau County Bar Association on Monday, February 7th from 12:30 – 1:30 p.m. EST with Martin Shenkman Esq., CPA, & Steve Horowitz Esq.

Martin Shenkman will discuss the benefits of “Smart Trust Design,” while Steve Horowitz Esq, will talk about how Private Placement Life Ins (PPLI) can act as a solution for the high-net-worth (HNW) client

Click the button below to register for the presentation. For those of you who are not NCBA members, there is a $35 fee to attend. Non-members can register by emailing academy@nassaubar.org or calling 516-747-4464.