Private Placement Life Insurance (PPLI) is the most flexible and effective wealth planning tool available. It delivers unparalleled tax benefits, asset protection, and tax-free cash-value access. We've developed a new category: Advisor-Applied VUL (AAVUL)

Previously available only to investors with $25+ MM, the AWE investing technology now allows life insurance companies to offer AAVUL to an advisor's clients with $5+MM in investable wealth. AWE intends to be the exclusive provider of PPLI investing technology for insurance companies.

Coupled with the investing technology is an Insurance Marketing Organization (IMO) called MyTaxAlphaPortfolio.com. This IMO operates as the AAVUL insurance companies' education, marketing, and distribution resource to tens of thousands of advisors.

Advisors gain a one-step, high-value Tax Alpha solution that adds substantially to a top client's after-tax return.

AWE gets a 20bp fee on the portfolio's value. With a duration of decades, the revenue stream is exceptionally valuable.