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    • Overview
    • How it works
    • Who We Are
    • PPLI Resources
    • FAQ
    • Contact Us
  • Overview
  • How it works
  • Who We Are
  • PPLI Resources
  • FAQ
  • Contact Us

(617) 870-3652

OFFSHORE PPLI

OFFSHORE PPLI OFFSHORE PPLI OFFSHORE PPLI


Get informed.

Get inspired.


Let's discuss your financial needs.

(617) 870-3652

OFFSHORE PPLI

OFFSHORE PPLI OFFSHORE PPLI OFFSHORE PPLI


Get informed.

Get inspired.


Let's discuss your financial needs.

PRIVATE PLACEMENT LIFE INSURANCE

PPLI Benefits You By Creating a Tax-Exempt and Creditor-Proof Barrier Around Your Wealth.


  • We advise clients on the ways Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA) and the entities that own them can be structured.
  • We will advise you as to the income, tax planning, gift, and estate tax consequences of establishing different types of Trusts.
  • Private Placement Life Insurance (PPLI) policies are held in specially drafted trusts such as one of my favorites the Cash Value Beneficiary Defective Inheritor's Trust (CVBDIT). 

WHAT DOES IT LOOK LIKE?

We offer customized Private Placement Life Insurance (PPLI)  policies and the Trusts that own them. 


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INDIVIDUALLY CUSTOMIZED POLICIES

Private Placement Life Insurance (PPLI) is an income and estate tax-free investment environment, in which you enjoy flexibility with regard to your tax planning and investments. 

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Assets Placed Into a Private Placement Life Insurance (PPLI) Are Totally Protected.

When your assets are placed into a Private Placement Life Insurance policy OR a Private Placement Variable Annuity they become totally asset protected. But isn't placing my assets into an offshore trust or a Domestic Asset Protection just as good?


We can argue this point, sure. The answer? In this, video you will find out why there is no argument.


Excuse me!  Right in the beginning of this video for some reason, we lose sound for about 10 seconds.


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