03 Jun 2022

NYC LAWYERS ASSOCIATION FULL REPLAY OF CLE webinar re: Private Placement life insurance, (PPLI) – May 2022

On May 4th, Henry Montag CFP.  of The TOLI Center East along with Martin Shenkman Esq., CPA., and Steve Horowitz Esq., presented on the utilization, design & coordination of the ‘Living Benefits’ of Private Placement Life Insurance (PPLI) in conjunction with various trust planning strategies. Below is a full replay of the NYC Lawyers Association, NYCLA. presentation.