About

I’m Rajiv Rebello, Principal and Chief Actuary at Colva Insurance Services. I help high-income and high-net-worth families improve their after-tax, risk-adjusted wealth using advanced planning strategies and life insurance planning tools like PPLI, Indexed Universal Life (IUL), Whole Life and more. I used to work for a life insurance company helping to design these products but now I work with policyowners helping them to get the most benefit out of them. At Colva, we work closely with leading estate attorneys, RIAs, and tax professionals and high net-worth individuals to structure efficient, long-term wealth and estate plans. This channel explains how sophisticated investors use insurance and annuity vehicles to: • Reduce taxes legally and efficiently • Improve long-term compounding • Protect assets • Transfer wealth across generations If you want clear, expert insights into PPLI, PPVA, and advanced wealth strategies used by the wealthy, then you’re in the right place.

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