Inside Private Placement and the IDF Landscape: Sophisticated Planning to Optimize Net After-Tax Results
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.
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.
If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $129.
After you pay you will be sent a link with the registration information. If you have any questions, please contact firstname.lastname@example.org
NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.
If you are a LISI member, please login below to receive the member price of $99 for this webinar.
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.