Nephology · 2026-02-20 · 48 min
Today on Nephology, host Joe David sits down with Sam Zuckerbraun, Business Development Manager at Advantage Insurance and Founder of Deploy Labs, to explore how Private Placement Life Insurance (PPLI) and Web3 technologies are transforming modern wealth planning for globally mobile families. From demystifying PPLI to showing how it can hold assets ranging from hedge funds to digital tokens, Sam shares practical insights on: Navigating multi-jurisdictional wealth planning Integrating blockchain and tokenization with traditional wealth structures Protecting and growing assets efficiently and privately We also discuss Sharia-compliant solutions, common misconceptions advisers and families face, and emerging trends shaping the future of wealth planning and digital assets. ️ About Sam Zuckerbraun Sam works at the intersection of insurance, global wealth planning, and digital assets. At Advantage Insurance, he helps advisers and globally mobile families use PPLI for tax efficiency, asset protection, and intergenerational planning. As Founder of Deploy Labs, he builds end-to-end Web3 solutions, bridging traditional finance with blockchain innovation.
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