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Advance Your Wealth - Interview Series (Frank Seneco: Part 2)
Manage episode 299529955 series 2834060
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In the second installment of our interview series, on Advance Your Wealth, Homer is joined by Frank Seneco, President of Seneco & Associates, Inc., to discuss advanced insurance planning strategies and how they relate to wealth management as a whole.
Listen as Homer and Frank discuss the strategies behind private placement life insurance, as well as the value they creates. PPLI is a version of a life insurance contract that is used frequently by high net worth individuals because of the various benefits it possess.
So sit back, relax, and enjoy the second part in our three-part interview series with Frank!
Timecodes:
0:15 - The idea behind Private Placement Life Insurance policies
3:25 - There are some rules that need to be followed in this space
5:20 - The ideal candidate or someone who qualifies for this type of insurance
7:27 - How to take advantage of the tax mitigation strategies within this policy
11:20 - This is almost a tax-free solution
13:04 - The mistakes investors make when considering these private placement plans
15:30 - Closing remarks and key takeaways from today's conversation
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