On Saturday, February 24th, COO and Finance Director Bob Chesner once again presented at Tony Robbins’ Platinum Partnership event, held this year in Sun Valley, Idaho. Bob’s presentation highlighted the power of private placement life insurance in creating abundant tax-free retirement income. We’re thrilled that Bob was once again extended the incredible opportunity to share his passion among such distinguished company.
Bob Chesner presents “Beyond the IRA and 401(k): Creating Unlimited Tax-Free Retirement Income” on the topic of Private Placement Life Insurance at the Tony Robbins Platinum Partnership meeting in Sun Valley, Idaho on February 27, 2016.
Tom Bounty presents “How to Structure an Investment using a PPLI Policy to Achieve the Desired Results” at the IBC 5th Annual Event (UK): Private Placement Life Insurance (PPLI) and Annuities (PPVA) 2014 in London on May 20th.
BNA Bloomberg published Tax Management Portfolio 870, Private Placement Life Insurance and Annuities, authored by GSRP’s Leslie Giordani and Bob Chesner, on September 2, 2013. Portfolio 870 explores all facets of PPLI and PPVA as financial products, and offers an in-depth examination of the uses of PPLI and PPVA, focusing on their importance as investment tools that have powerful applications in the areas of estate, income tax, and asset protection planning.