Beth Rooney is the Director of Private Placement Life Insurance (PPLI) at Accurate Advisory Group, where she works closely with RIAs, family offices, and high-net-worth clients to design and implement sophisticated, tax-efficient wealth strategies.

With a foundation in financial services that began at Fidelity Investments, Beth spent years managing high-performing sales teams that worked directly with advisors, including RIAs, wire house brokers, and financial planners. That experience gave her a deep understanding of the advisor landscape, client acquisition, relationship management, and the role sophisticated planning strategies play in long-term wealth creation.

Beth specializes in structuring PPLI solutions for qualified purchasers, working alongside RIAs and legal teams to align policy design, underlying investment strategies, and ownership structures. She is known for her ability to simplify complex concepts and position PPLI as a powerful tool for tax-free growth, tax-advantaged access, and generational wealth transfer.

In addition to her work in financial services, Beth has built a successful real estate business in the Greater Boston area, giving her a unique perspective on asset growth, leverage, and client advisory across multiple wealth-building channels.

Beth partners with advisors to integrate PPLI into their existing platform in a way that deepens client relationships and expands the level of planning they can deliver. By introducing tax-aware, institutionally structured solutions, she helps advisors attract and engage more sophisticated clients while strengthening the overall quality and efficiency of the assets they manage.

beth.rooney@accurateadvisory.com
(813) 994-0984