How Advisors Help High-Net-Worth Clients Keep Millions With Smart Insurance Planning

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How Advisors Help High-Net-Worth Clients Keep Millions with Smart Insurance Planning | 946

7d ago 57:26

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n this episode, Dave and Nicki 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.

Adam 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.

Key Topics Discussed

Private Placement Life Insurance (PPLI):
How it works, who qualifies, and why it is a cornerstone of ultra affluent wealth planning.
From Income Replacement to Wealth Transfer:
The difference between traditional insurance for protection and advanced planning for tax optimization.
Advisor Driven Success:
Why 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.
The Legacy Shield Framework:
Adam’s four step process, Discovery, Design, Deployment, and Defense, that ensures long term success for multi generational wealth plans.
Buy Sell Agreements and Disability Coverage:
Common blind spots in business continuity and how insurance planning protects partners, investors, and families when key players cannot work.
Real World Case Studies:
- How one client saved millions in taxes after selling a business for 100 million dollars.
- How a venture capital firm insured a key executive for 90 million dollars to safeguard their investment.
- How reviewing 17 family policies led to a 400 basis point improvement in returns.
Athletes and Entertainers:
Why so many go broke within five years of retirement and how strategic planning and independent advice can prevent it.

Call to Action

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