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Tier One: A Fresh Look at Private Placement Life Insurance (PPLI)
Half of our individual client engagement involves PPLI, so we thought it was time to cover the basics.
Tier One Interview: Susan Kasser
This month, our CEO, Jay Judas, talks to Susan Kasser, Head of Private Debt, Neuberger Berman.
Jay in InsuranceNewsNet Writing on PPLI
Our CEO writes for InsuranceNewsNet on how affluent individuals and families are using PPLI for legacy planning.
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