Aug 08, 2026 · 12:00 – 1:00 PM ET
Life Insurance for High-Net-Worth Families
Webinar · Online
How permanent life insurance is used inside estate plans, ILITs, and generation-skipping strategies — and where it quietly fails when carriers get downgraded.
Agenda
- ILIT mechanics and Crummey letters
- Carrier-strength diligence (A.M. Best, Comdex)
- Policy audit red flags
- Live Q&A
Presenter
Scott Moskowitz · Wistaria Advisors
Questions? scott@wistariatrading.com · +1 (305) 794-1126