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How Your PPLI Lawyer will work for you.
A Simplified Overview.
Structure the Policy
Select Investments
Grow Your Assets
Mr. Discepolo will work closely with you to design a policy that aligns with your goals—whether that's tax deferral, wealth transfer, or portfolio diversification.
He will help you choose an investment advisor for a broad spectrum of investment options tailored to your risk appetite and financial aspirations.
He will monitor your investments grow in a tax-advantaged environment, with the added benefit of no annual income tax on gains.
Protection & Flexibility
Beneficiaries
Enjoy peace of mind knowing your policy offers asset protection, privacy, and the potential for substantial wealth transfer to future generations.
Upon death, your beneficiaries receive the tax-free death benefit, helping you leave a legacy that endures.
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