Finance

This article is featuring specifically one individual, Calvin Lo. He is in the life insurance business for the ultra high net worth individuals. Therefore, I need a piece that discusses how the super wealthy do their estate planning. Calvin Lo helped pioneered and revolutionised the concept of estate planning. Points that need to be touched on in this article will be:

Background of Calvin Lo
CEO of R.E. Lee International, a life insurance broker
Net worth close to US$2 billion

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Discuss what is estate plannin (specifically the use of life insurance) and how it helps the super wealthy protect their wealth
Discuss how beneficial it is for clients to have someone like Calvin Lo, being a billionaire himself, to advise them. Problem is that Calvin Lo’s firm only cater to the super wealthy and not everyone gets to be his client

As you can imagine, this article is to discuss the benefits of estate planning through life insurance, and featuring Calvin Lo.

You can easily find information on Calvin Lo when you google him. With regards to estate planning through the use of life insurance, I found a few links that can help start you of:

https://www.forbes.com/sites/russalanprince/2017/01/02/why-the-rich-and-super-rich-will-purchase-life-insurance-even-without-an-estate-tax/#42d34fd373c0

https://www.theglobeandmail.com/globe-investor/globe-wealth/life-insurance-is-a-do-it-all-tool-for-the-wealthy/article29937074/

3 Tax Minimization Strategies for Ultra-High Net Worth Estate Planning

High Net Worth Life Insurance, a Guide for Wealthy Individuals

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