Private placement life insurance: A primer They may provide high-net-worth clients with tax-advantaged portfolio income, cash access, creditor protection under some state laws and a tax-free death benefit For the…

Why Private Placement Life Insurance Is A Hot Commodity For The Ultra-Rich Private placement life insurance and annuity programs, commonly referred to as PPLI, have quickly become a favorite strategy among…

How Does Private Placement Life Insurance Work? Private placement life insurance (PPLI) is a niche solution designed for wealthy individuals in high tax brackets who have a few million dollars…

For affluent investors it’s really about what they walk away with, not necessarily how much they earn. A great performing investment can become very mediocre once taxes are taken into…