{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Inside BS Show","title":"How Advisors Help High-Net-Worth Clients Keep Millions with Smart Insurance Planning | 946","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/0ea15b87\"></iframe>","width":"100%","height":180,"duration":3446,"description":"In this episode, sit down with Adam Sendischew of Jones Lowry to explore how high net worth and ultra high net worth individuals use advanced insurance strategies to protect, preserve, and grow wealth across generations.\nAdam breaks down private placement life insurance (PPLI), a tool that combines asset protection, tax efficiency, and wealth transfer planning, and explains how advisors can leverage it to better serve affluent clients.\n\nKey Topics Discussed\nPrivate Placement Life Insurance (PPLI):\nHow it works, who qualifies, and why it is a cornerstone of ultra affluent wealth planning.\nFrom Income Replacement to Wealth Transfer:\nThe difference between traditional insurance for protection and advanced planning for tax optimization.\nAdvisor Driven Success:\nWhy Adam built a practice centered on collaboration with attorneys, CPAs, and family office advisors, and how that approach shortens the sales cycle and builds credibility.\nThe Legacy Shield Framework:\nAdam’s four step process, Discovery, Design, Deployment, and Defense, that ensures long term success for multi generational wealth plans.\nBuy Sell Agreements and Disability Coverage:\nCommon blind spots in business continuity and how insurance planning protects partners, investors, and families when key players cannot work.\nReal World Case Studies:How one client saved millions in taxes after selling a business for 100 million dollars.\nHow a venture capital firm insured a key executive for 90 million dollars to safeguard their investment.\nHow reviewing 17 family policies led to a 400 basis point improvement in returns.\nAthletes and Entertainers:\nWhy so many go broke within five years of retirement and how strategic planning and independent advice can prevent it.\nCall to Action\nBuy The 60 Second Sale: https://www.amazon.com/60-Second-Sale-Ultimate-Relationships/dp/1119499763\nSubscribe via Email: GetInsideBS.com","thumbnail_url":"https://img.transistorcdn.com/PiZj2Jvm0A50__OqC5DH07qJG7fmMYBgHzZdsz2P7co/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS83ZDIx/MjEwZDNiZDMwN2Uw/YzJiNjE0ZTNkMmFm/ODZlOC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}