Newton Knowledge Podcast

Dave Reynolds – PPLI and PPVA Planning


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Join Newton One Advisors (Mark Singer and Steve Target) and Dave Reynolds, Chief Marketing Officer at Spearhead Administrative Services, as they discuss the optimization of Private Placement Life Insurance (PPLI) planning. Learn key considerations that enhance the efficiency of this essential part of estate planning, and how PPLI can facilitate the deferral and, in some cases, the elimination of income taxation. 

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Newton Knowledge PodcastBy Newton One, LLC

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