Utilizing PPLI Policies to Optimize Financial Outcomes for UHNW Families with Michael Liebeskind
Today, I'm excited to speak with Michael Liebeskind, founder and principal at Golconda Partners, an independent firm that serves as a guide and service platform for ultra-affluent clients who are seeking to effectively navigate the sophisticated and financially powerful applications of life insurance and annuity investment account policies. Michael started his career with the accounting firm of Coopers & Lybrand and today is the founder of several operating businesses in the financial services space.
He is a member of the New York State Society of CPAs, the Estate Planning Council of New York…
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