Family Office Connections: Insurance

Jason Cain, Managing Director and Chief Wealth Strategist at Boston Private, is joined by Steven Zeiger, Managing Director at KB Financial Companies, for a discussion on best practices in insurance acquisition, including the new fiduciary standard governing life insurance sales, and the potential change in the tax landscape that may make these strategies more attractive. Their conversation covers insurance best practices for high-net-worth, young professionals, and family offices, how Private Placement Life Insurance (PPLI) functions and can mitigate taxes, and how to determine the amount of insurance to purchase. Listen Now.