SDTA Fall Forum 2025 Deck Highlights: Premium Finance, Indexed UL, and PPLI

Auric Private Client Advisory LLC’s Founder and Chief Tax Advisor, Milan Solarz-Patel, attended the South Dakota Trust Association’s 9th Annual Fall Forum and is sharing key decks from the conference for trustees, family offices, and advisors seeking practical updates. Below is the third of seven:

Premium Finance, Indexed UL, and PPLI

Market snapshot and governance guidance highlighting modeling pitfalls, litigation and regulatory risk, trustee duties, and risk controls such as stress testing, documentation, and monitoring for HNW structures.

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