Advised PPVUL
Advised PPVUL is a planning process using custom designed private placement variable universal life (PPVUL) insurance policies that allows you, the advisor, to offer your clients the performance, low-cost, and flexibility they deserve in an insurance product.
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Castle Re
Castle Re Insurance, Ltd. is a company built for advisors by advisors. You work directly with advisors at Castle Re to develop custom Advised PPVUL products for your clients. In addition, Castle Re provides the insurance infrastructure to manage and support accounts.
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CLE
Through Wealth Management Consultants, you, the advisor, can learn more about industry applications and best-practices of the Advised PPVUL concept. Not only do you learn how to better use this as a practice development tool, you earn CLE credit at the same time.
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