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Inside Private Placement and the IDF Landscape: Sophisticated Planning to Optimize Net After-Tax Results



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In this 60-minute LISI webinar, Winged Keel Principal Eric Naison-Phillips will provide an inside look at the growing appeal of Private Placement Annuity and Life Insurance products, a real-time update on the evolution of the Insurance-Dedicated Fund (IDF) landscape, and sophisticated planning applications for Private Placement Life Insurance and Annuities.

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Eric Naison-Phillips is a Principal of Winged Keel Group. He joined the firm as a Client Relationship Associate in 2003, advancing into the role of Director of Portfolio Design before becoming a Principal in 2009. Actively focused on structuring, implementing, and servicing life insurance portfolios designed to meet the unique needs of ultra-affluent families, Eric also serves as a member of Winged Keel Group's Executive Management Committee. Eric has served as a member of M Financial Group's Product Management Advisory Committee and, in 2013, as the Conference Chairman of the 11th Annual Private Placement Life Insurance & Variable Annuities Forum. A frequent presenter, he has addressed offshore opportunities and overviews of the state of the PPLI and PPVA market at industry conferences, hedge fund round-tables, and private family office events in New York, San Francisco, and at the 2016 Robin Hood Investors Conference. He has also co-authored articles for the online journal of Trusts & Estates and Financial Advisor magazine on uses of term insurance as a liquidity hedge and on charitable applications of PPVA Investment Accounts.



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