Learn how to enhance your estate plan with asset protection and tax optimization using PPLI
Click the photo above to get your copy of our newly released book discussing the cutting edge of asset protection strategies, Private Placement Life Insurance & Other Advanced Asset Protection Strategies.
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. Combining PPLI or PPVA with our Defender Trust constitutes our Asset Armour technique.
The Defender Trust is our proprietary asset protection trust which includes the Hybrid technique providing the protection of a foreign trust with the accessibility and reporting of a domestic trust. The Hybrid technique is just one of many tools within the trust to defend your legacy.