Axcelus Sponsored Breakout – Adding New Assets and Enhancing Existing Coverage with PPLI & Catalyst

We’ll begin with PPLI, examining how this solution allows insurance agents and advisors to deploy new capital through customized policies with enhanced investment flexibility and tax efficiency. The discussion will then extend these same PPLI principles to Catalyst, an innovative life insurance solution designed to optimize existing in‑force policies. Attendees will gain practical insights into when to add new policies versus when to re‑engineer existing coverage, and how advisors can position both strategies within modern advanced insurance planning.