In this episode, Amy Arnett, DPL Director of Insurance Solutions, is joined by Nick Robb, Managing Partner at PH Robb. They talk about advanced planning strategies for high-net-worth clients and how insurance can be used in those strategies. Nick also shares insights on estate planning, buy-sell agreements, and the use of insurance in business planning. Their conversation highlights the need for comprehensive planning and the potential risks of not having proper strategies in place. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
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