I've been a financial advisor since 2011 and have worked at Teachers Insurance and Annuity Association of America, or TIAA, as a wealth management advisor ... lessons through this experience about end ...

In the fundamental case of creating an estate, life insurance remains a staple of financial planning. This need should be calculated based on cash flow requirements and the liquidity necessary to ...

In the complex world of wealth management, private placement life insurance (PPLI) stands out for many as an innovative and effective solution specifically tailored for high-net-worth individuals ...

Private Placement Life Insurance (PPLI), structured for high-net-worth individuals, provides tax-efficient wealth transfer, asset protection and investment growth opportunities.

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm with more than 37 offices in 13 states. The firm manages more than $28.9 billion ...