Despite its advantages, several limitations to PPLI must be considered before integrating it into a broader wealth management strategy.

Here are three benefits to choosing PPLI as an investment vehicle: 1. Tax advantageous. Since PPLI is structured using a life insurance policy, it provides investors with significant tax advantages.

Private Placement Life Insurance (PPLI), structured for high-net-worth individuals, provides tax-efficient wealth transfer, asset protection and investment growth opportunities.

In particular, using private placement life insurance (PPLI) as the ownership vehicle for private investments provides tax-efficient death benefits and non-taxable cash value accumulation ...

Yes, PPLI is life insurance, but it is radically different in both cost and benefits. Within a PPLI structure All cash value growth grows tax-deferred and is paid out as a tax-free death benefit.

In the complex world of wealth management, private placement life insurance (PPLI) stands out for many as an innovative and effective solution specifically tailored for high-net-worth individuals.

Private placement life insurance adds flexibility to a variable universal life insurance product’s construction, pricing and asset-management offerings. Every transaction can be individually ...

Americans own more than 160 million individual life insurance and annuity policies. Their policies may get snatched up by private-equity firms.

Unlike many private policies, voluntary life insurance often skips the detailed medical exams or health underwriting, so it’s more accessible, even if you’ve been turned down elsewhere.

Conceptually, the structure of private placement life insurance (PPLI) and private placement variable annuity (PPVA) policies are an efficient investment tool first; the death benefit planning is ...

Private placement life insurance is a specialized type of life insurance product designed for high-net-worth individuals, generally with a net worth in excess of $20 million.