DAC Conversation with Matt McKenzie – An Introduction to Private Placement Life Insurance (PPLI)
Dividend Assets Capital recently hosted an insightful conversation with Matt McKenzie, President and Principal at Thomas Brady & Associates, focusing on Private Placement Life Insurance (PPLI) and the evolving role it plays in wealth planning for high-net-worth individuals and families.
This discussion served as an introduction to PPLI—an advanced estate and tax planning strategy that combines the protection of life insurance with the benefits of tax-deferred investment growth and income tax efficiency.
Matt McKenzie shared expert insights into how PPLI works, who it is best suited for, and the flexibility it offers in customizing investment options within the policy.
The DAC team also highlighted its partnership role in the process, providing fiduciary guidance, investment management, and integration with clients’ broader financial goals. This collaborative approach ensures that clients receive tailored, strategic solutions that align with their long-term wealth preservation and legacy planning needs.
This conversation underscored DAC’s commitment to offering sophisticated financial solutions through trusted partnerships and thought leadership.
Please click the link below to access the replay: