With the likely increase in both income, estate and gift taxes, planning strategies that minimize taxes are critical. Individuals and families are increasingly turning to Private PLacement Life Insurance as a key tool in their planning.

Please join us as we learn from two of the country’s leading experts on PPLI about its unique advantages:

• Shield investment portfolios form income tax
• Pass the proceeds to beneficiaries tax-free
• No surrender charges
• Exposure to a wide variety of alternative money managers
• Transparent pricing

Please join us to learn in detail about this important strategy, and how you can use it in your family planning.