Tag Archives: Life Insurance

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64. The World of Private Placement Life Insurance With Edward Gordon



The potential of tax rates rising understandably has people concerned about their tax planning situations.

In this episode, John and Michael are joined by Edward Gordon of Preservation Capital Partners. Ed runs a tax efficient program for private placement life insurance, and he’s here to explain everything about the program. Ed shares a real life case study to help better illustrate how the program works.

Edward discusses:

  • How the strategy of a private placement life insurance policy helps combat the negative effects of the SECURE Act
  • The cost of the program and what Ed believes will happen with cash value life insurance, and growing tax rates
  • A real life case study to help better understand how the program works
  • And more

Connect with Edward Gordon

Connect with John and Michael:

About Our Guest: 

Edward W. Gordon, founder and guiding principal, has over 20 years of experience in the field of business and estate planning. Mr. Gordon is a graduate of the State University of New York with a major in Business Economics and Finance.  He holds the Series 6, Series 63, Life & Health License, and is a Certified Estate Planner.

 Mr. Gordon is an active member of The Study Group, an organization devoted to the promotion of ethics, education, and technical advances in the financial services sector.  He is also an active member of the American Society of Certified Estate Planners.  In addition, Edward Gordon is an active member of STEP, the Society of Trust and Estate Practitioners.  Mr. Gordon is a frequent panelist and speaker at industry events. He has authored several articles and a book covering estate planning and related topics.


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Episode 56: The Ultimate Episode Guide You MUST Revisit and Listen To



The Copper Beech team is going back to the classics in this highlight reel episode!

In this episode, John and Michael Parise revisit a series of episodes you must listen to in order to help you gain insight to overcome and solve potential concerns about your generational wealth planning.

You will learn:

  • The importance of estate planning – episodes 14 and 26
  • All things within the tax world and tax law changes – episodes 27, 36, and 42
  • Conversations about life insurance – episode 19
  • Why business owners should revisit their business succession plan – episode 33
  • Understanding the generational components of trusts – episodes 12 and 13
  • What you should really know about 1031 exchanges – episode 52
  • And more!

Listen today and find out why and how all these episodes introduce and talk about things  clients are always concerned about!

Resources: Copper Beech Financial Group | John Parise | Michael Parise 

Episodes:

Episode 12 | Episode 13 | Episode 14 | Episode 19 | Episode 22 | Episode 23 | Episode 26 | Episode 27 | Episode 30 | Episode 31 | Episode 33 | Episode 34 | Episode 36 | Episode 42 | Episode 52