Published on:

9th Aug 2021

Advance Your Wealth - Interview Series (Frank Seneco: Part 2)

In the second installment of our interview series, on Advance Your Wealth, Homer is joined by Frank Seneco, President of Seneco & Associates, Inc., to discuss advanced insurance planning strategies and how they relate to wealth management as a whole.

Listen as Homer and Frank discuss the strategies behind private placement life insurance, as well as the value they creates. PPLI is a version of a life insurance contract that is used frequently by high net worth individuals because of the various benefits it possess.

So sit back, relax, and enjoy the second part in our three-part interview series with Frank!


0:15 - The idea behind Private Placement Life Insurance policies

3:25 - There are some rules that need to be followed in this space

5:20 - The ideal candidate or someone who qualifies for this type of insurance

7:27 - How to take advantage of the tax mitigation strategies within this policy

11:20 - This is almost a tax-free solution

13:04 - The mistakes investors make when considering these private placement plans

15:30 - Closing remarks and key takeaways from today's conversation

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About the Podcast

Advance Your Wealth With Homer Smith
Financial advice to generate the results you expect and desire
Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement.

Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.

Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.