03 Jun 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.
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