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Lou Corso

Oct 9, 2026

9:47
And Lou, I want to bring you into the conversation because I know you work with so many financial professionals and clients out there, and you have the success stories of when this is done right.
9:57
Yeah, we had a completed success story, and I think it's one of the most interesting ones that I've dealt with in quite some time.
10:04
This case came to us from a private wealth advisor in the Northeast in And the client was a senior managing director with a large financial firm.
10:14
And he owned a PPLI, which is a private placement life insurance policy on his life, right? And it was owned by a trust.
10:22
And the policy had $46 million of cash in it and a $10 million basis.
10:28
So the policy was purchased in 2006.
10:32
The client was concerned about a couple of things.
12:10
And I think it's a great example, Lou, of revisiting something because obviously this one needed to be redone, right?

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