An article published by Financial Advisors showcases how the firm has pioneered the concept of non-comingled SMAs over the past five years. These SMAs utilized professional RIA investment advisors with named custodians, such as Fidelity or Schwab.

The Q&A with Founder and CEO Alan Jahde, JD, LLM (taxation) and President Tommy Mayes also touches on:

• How using private placement life insurance (PPLI)for wealth preservation planning has changed over the years
• The level of investment control and flexibility available inside a PPLI wrapper
• Retirement planning benefits of PPLI
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