The Super Roth Strategy

In this episode of Poised for Exit , Ann Marie Liotta , CPA and U.S. Wealth Strategist with Gallagher, and Mike Winn , CEPA and Financial Advisor with Chartered Wealth Partners, join the show to discuss POLI, or Partnership-Owned Life Insurance, a planning strategy designed for high-earning business owners, partners, and leadership teams. The conversation explores why this strategy is sometimes…