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Strategic Planning with Permanent Life Insurance: Advanced Tax Mitigation and Legacy Growth
CPS Private Client Solutions
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Time & Location
Dec 03, 2025, 11:00 AM – 12:00 PM
Webinar
About the event
Join moderator Greg Kushner, Lido Consulting and featured speaker Matthew Gandy, CPS Private Client Solutions, for an informative webinar on insurance planning.
Explore advanced concepts shaping the future of insurance planning for successful families
Learn how Private Placement Life Insurance (PPLI) and other life insurance structures can be powerful tools for tax mitigation and wealth transfer
Discover a distinctive approach that integrates insurance planning with qualified accounts that offers safe leverage for enhanced wealth transfer and legacy planning
Register today to save your spot!
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