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When it comes to investment strategies, there are a variety of options for Investing and Estate Planning. We leverage our team and backgrounds to narrow the list of available opportunities and match sophisticated investors with the most tax-efficient wealth solutions. Read more >>
“The team at Eagle Rock has provided 1st class advice and service to our business owner clients for many years. When we refer people to Ron and his team, we know they’re in great hands.”
Mark Gittelman, CPA Gittelman & Company Clifton, NJ
*as of 5/18/2023
Private Placement Life Insurance (PPLI) is a tax-eliminated investment strategy that gives sophisticated investors access to any asset class and investment strategy without the performance drag of income / capital gains taxes.
In light of today’s global economy and variable markets, achieving financial success can be a complex and confusing process for even the most experienced investors, one that requires a significant amount of time, knowledge, and resources.
Life insurance has many unique characteristics that may make it an appropriate solution for a variety of challenges, including providing payment of a death benefit at the death of the insured(s).
Financing retirement has become increasingly complex and can cause unnecessary anxiety, especially for those who plan to access their retirement assets in the next several years.