Spearhead Chief Marketing Officer, Dave Reynolds, CFP®, CLU®, recently sat down with Mark Singer and Steve Target of Newton One Advisors, a national life insurance planning firm, for a recording of their Newton Knowledge Podcast. The conversation covers PPLI and PPVA planning, as well as key considerations for clients and their advisors who are considering these structures. The discussion also touches on the investment mechanics of these solutions – including Spearhead’s role as an administrator of Insurance Dedicated Funds (“IDFs”) and Separate Managed Account (“SMA”) programs in partnership with RIAs, asset managers, and insurance carriers.
Listen to the full podcast at the link below.
