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Strategies for Protecting Wealth
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Private Placement Life Insurance (PPLI)

It’s safe to say that every affluent client is likely to have financial concerns that require personalized solutions for risk management, tax management, asset protection, estate planning, and trust management.

Private Placement Life Insurance (PPLI) can play a role in all those areas. And for corporate executives, an extremely valuable PPLI application has emerged in executive benefits.

PPLI is the most recent innovation within the life insurance industry for super-affluent investors (individuals with $10 million or more in liquid net worth). The tax benefits it offers to investors are available from few, if any, other investment vehicles, particularly since they accrue without the need for complex trust structures.

PPLI accounts are customized to fit the needs of the ultra high-net worth investor.  The cash value in the policy can be invested in a multitude of strategies, such as hedge funds, private equity, venture capital, or real estate funds, and the appreciation of that cash value is tax-free. The policy may offer other benefits such as asset protection, estate tax minimization, and lower cost of structure.


Asset Growth

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