Health and Life

• Life Insurance
  Wed. November 17 | 10am PT Asset protection is commonly used to mitigate the effects of future creditors, lawsuits, and other liabilities. Jay Adkisson, attorney and Managing Partner of Adkisson Pitet LLP, explores current planning trends and how life insurance can be an effective asset protection tool when used within trusts and advanced estate planning […]

Personal

• Annuities
  Private Placement Life Insurance and Private Placement Variable Annuities allow for investment in hedge funds as well as traditional registered funds within an insurance contract. Private Placement Variable Annuity contracts allow for tax-deferred investment growth within the contract. In contrast, Private Placement Life Insurance policies allow for tax-deferred growth within the policy as well as the opportunity to liquidate the policy via a potentially tax-free death benefit.