[While the traditional use cases for life insurance and annuity products are widely distributed and generally tactical in nature, specialty life providers are strategically deploying insurance products like private placement life insurance (PPLI)
[The growing financial industry shift from a sales and product oriented practice to a holistic financial and retirement planning profession has forced advisors to think about investment vehicles in new ways.
Retirement in America represents a complex equation fraught with many diverse and hidden challenges that require thoughtful, proactive, forward-looking planning.
[Every facet of the financial services industry is in the process of being reviewed, rethought, and rejiggered. Being in an operating environment of accelerating business and cultural change does that sort of thing to industries.
"We were systematically rethinking the whole insurance distribution business, and we built technology behind each step in an advisor’s workflow to ensure an intuitive, efficient, end-to-end platform." - Patrick Kelly, Signal Advisors<
"To be competitive and effective in addressing HNW family goals, advisors need to learn the who, what, when, where and how of PPLI, and all related planning applications." - Alan Jahde, Investors Prefered Life Company
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