Private Placement Life Insurance & Annuity Strategies for Wealthy Families: What the Sophisticated Advisor Needs to Know
Please join Eric Naison-Phillips for a 60-minute LISI webinar titled Private Placement Life Insurance & Annuity Strategies for Wealthy Families: Trends, Challenges, and Strategies for Growth in the Private Placement Industry.” Gaining traction as a top investment vehicle for tax-efficient planning among ultra-affluent clients, private placement life insurance and annuities are increasingly a topic of conversation among investors and advisors alike.
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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.