Giordani & Chesner Author Bloomberg Tax Management Portfolio

GSR — Mon, 02 Sep 2013 03:52:14 +0000

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.