Asset TV: Life Insurance Awareness Month (LIAM)

Home Article Asset TV: Life Insurance Awareness Month (LIAM)

Private Placement Life Insurance (PPLI) is a planning tool often used by family offices and high-net-worth individuals as part of broader wealth and legacy planning discussions.

In this interview, Scott Hedgepeth, CFO & Chief Actuary of Axcelus Financial, provides an overview of Private Placement Life Insurance and discusses key considerations that may arise when evaluating wealth preservation, legacy planning, and long-term financial strategies.

The conversation explores the evolution of Private Placement Life Insurance and common planning considerations advisors may encounter. Scott also shares insights from an actuarial perspective, including factors that influence PPLI product design.

Watch the full interview below / here.
https://www.assettv.com/video/life-insurance-awareness-month-understanding-ppli

*This content is provided for informational and educational purposes only and should not be construed as tax, legal, investment, or other professional advice. Tax treatment and planning outcomes depend on individual circumstances.

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Scott Hedgepeth

Chief Financial Officer & Chief Actuary

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Asset TV: Life Insurance Awareness Month (LIAM)

Private Placement Life Insurance (PPLI) is a planning tool often used by family offices and high-net-worth individuals as part of broader wealth and legacy planning discussions.

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