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Seneco in Print: Advanced Planning, Charitable Trusts, and Industry Leadership
- Seneco Global
- Oct 22, 2025
- 3 min read
At Seneco Global Advisors, we take pride in our contributions to the ongoing dialogue about advanced planning, private placement life insurance, and innovative wealth-transfer strategies. Over the years, our work has been featured in leading industry publications such as Private Wealth Magazine, Finseca Focus, Construction Executive, and NAIFA’s Advisor Today.
Below are several articles that showcase the breadth of our expertise and the continuing evolution of our approach to advanced planning.
Giving That Gives Back
Private Wealth Magazine – By Edward A. Renn and Frank W. Seneco
Large income events, whether from hedge fund deferrals, business sales, or executive bonuses, often bring with them substantial tax liabilities. In this article, Frank Seneco and Edward Renn explain how Charitable Lead Annuity Trusts (CLATs) can help affluent individuals convert a tax problem into a philanthropic opportunity, while simultaneously transferring wealth efficiently to future generations.
They also explore how integrating Private Placement Life Insurance (PPLI) within a CLAT can enhance tax efficiency, creating a “win-win” for both charity and family.
2. The Holy Grail of ‘Enough’ Insurance
Private Wealth Magazine – By Frank W. Seneco, Alan Kufeld, and Evan Jehle
For the ultra-wealthy, even life insurance has limits. This article explores the reality of capacity constraints in the life insurance market, particularly for billionaires and family offices seeking hundreds of millions in coverage.
Our Frank Seneco and his co-authors discuss how strategic use of private placement policies, key person coverage, and multigenerational planning can overcome structural limitations and integrate insurance within a larger wealth preservation framework.
3. Keeping What You Make: The Power of Private Placement Life Insurance
Private Wealth Magazine – By Edward A. Renn and Frank W. Seneco
This foundational article highlights how Private Placement Life Insurance (PPLI) allows affluent investors, especially hedge fund participants, to shelter returns from high tax rates while maintaining flexibility and creditor protection.
Our Frank Seneco details how PPLI integrates with larger tax strategies, including charitable planning, and shows through illustration how tax-free growth compounds dramatically over time.
4. Insuring the Elite
Private Wealth Magazine – Cover Story by Russ Alan Prince
In this in-depth feature, Private Wealth spotlights Frank Seneco and the boutique structure of Seneco & Associates. The article explores how the firm works in partnership with top attorneys, accountants, and family offices to design and monitor sophisticated life insurance portfolios for business owners, hedge fund principals, and international families.
“Our entire approach to business development is to be the very best life insurance resource for other advisors.” — Frank Seneco
5. Exploring Distribution: Independent Agencies
Finseca Focus – March/April 2021
This feature examines the evolving landscape of independent life insurance agencies. Frank Seneco shares his journey from early struggles in the 1990s to building one of the most respected independent boutiques in advanced life insurance planning.
“The challenge is having clients understand there is a vast difference between someone just writing policies and a professional life insurance planner who ensures their needs are addressed efficiently and over time.” — Frank Seneco
6. Meet Loyal NAIFA Member Frank Seneco
Advisor Today – NAIFA Member Spotlight
This profile celebrates Frank’s long-standing membership in the National Association of Insurance and Financial Advisors (NAIFA) and his advocacy for professionalism and policy awareness within the industry. The article highlights his early career motivation, his dedication to client well-being, and his support for NAIFA’s efforts in legislative advocacy and industry education.
7. Construction Executive: Beyond Business Continuity
Construction Executive Magazine
In this feature, Frank Seneco discusses how contractors and construction executives can use life insurance as a strategic business tool, not just for protection, but to fund succession, buy-sell arrangements, and executive benefit plans. The article underscores the value of advanced planning in industries with high capital and liability exposure.
8. Excellence in Private Care: A Charitable Perspective
Private Wealth Magazine
This article revisits charitable planning with a focus on how a zeroed-out CLAT combined with PPLI can provide immediate income tax benefits, future estate tax savings, and enduring charitable impact. It highlights the planning intricacies and long-term benefits of aligning philanthropy with wealth preservation strategies.
Our Continuing Commitment to Advanced Planning Excellence
From charitable structures to global private placement solutions, Seneco Global Advisor's focus remains constant: to serve as a trusted resource for clients and their professional advisors. We are honored to have our insights featured across multiple respected publications and will continue to lead conversations in the evolving world of wealth, insurance, and legacy planning.
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