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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