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The PPLI Series
Every second Wednesday of the month until April 2024
Explore the advantages of Private Placement Life Insurance (PPLI) as an excellent strategy for mitigating ongoing income taxes, acting as a tax-efficient wrapper for tax-inefficient assets.
The QPRT Series
Every first Wednesday of the month until April 2024
WHY LIBERATE?
Because Your Wealth Needs Freedom From:
Erosion.
Contract & Mindset Limitations.
Excessive Fees.
Tactical Gaps.
Hidden Risks & Costs.
Worry.
Generational Degradation.
Reducing Uncle Sam On Your Payroll.
Purpose Creep.
Unexpected Wealth Outcomes.
We take your wealth from:
Complex to Elegant
Burdened to Liberated