KDI Wealth Alchemist EP 21 Strategic Insurance Planning for High-Net-Worth Families

In this episode, KDI Vice President, Shane Keith is joined by Jack Elder, Head of Advanced Sales at Kestra Insurance Planning, to explore how insurance can be used as a powerful planning tool—not just a policy. From minimizing estate taxes and protecting business value to planning for long-term care, we unpack real-world strategies that help preserve family legacy, provide liquidity, and support smart wealth transfer. Whether you're a business owner, steward of family wealth, or just thinking about next steps, this conversation will help you understand where insurance fits in your bigger financial picture.

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Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). KDI Wealth Management, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures.

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