Jan 09 2025 19 mins
In this episode of CBS Spotlight, we sit down with David Reynolds, a leading expert and partner at Spearhead, to delve into the world of Private Placement Variable Universal Life (PPVUL) insurance. David shares his insights on when PPVUL can serve as a planning tool for high-net-worth individuals. We discuss the mechanics of PPVUL, its potential benefits, and when it’s an appropriate fit. If you're curious about PPVUL, this episode is packed with valuable insights you won’t want to miss.
Disclaimer: PPVUL is a security, and decisions regarding its use should be made in consultation with your financial advisor. Our discussion with David should not be construed as provide financial, tax or legal advice; please consult your own professional for guidance specific to your situation.