Silverview Sponsors Southern California PPLI & PPVA Forum 2023

Silverview helped sponsor the Southern California PPLI & PPVA Forum in May 2023. The Forum focused on Private Placement Life Insurance and Private Placement Variable Annuity options for interested parties. The topics centered around how a PPLI can optimize the after-tax performance of trust assets and function as a tax-efficient legacy planning tool for UHNW clients, how a PPVA can help clients defer taxes on traditional and private/alternative investments, and can help establish tax-efficient charitable legacies, and how Insurance Dedicated Funds (“IDFs”) and Separate Managed Accounts (“SMAs”) function as the underlying investment solutions for PPLI and PPVA contracts to access.