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    • Overview
    • Who We Are
    • What We Do
      • Tax Optimization
      • Asset Protection
      • Prenuptial Protection
      • Estate Planning
      • Retirement Planning
      • Charitable Giving
      • Cryptocurrencies
    • Resources
      • Asset Armour
      • The Defender Trust
      • Why PPLI?
      • PPLI Library
      • PPVA
      • 1035 Exchange
      • Captive Insurance
    • FAQ
    • Contact Us

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filler@godaddy.com

  • Overview
  • Who We Are
  • What We Do
    • Tax Optimization
    • Asset Protection
    • Prenuptial Protection
    • Estate Planning
    • Retirement Planning
    • Charitable Giving
    • Cryptocurrencies
  • Resources
    • Asset Armour
    • The Defender Trust
    • Why PPLI?
    • PPLI Library
    • PPVA
    • 1035 Exchange
    • Captive Insurance
  • FAQ
  • Contact Us

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Asset Armour

Defender Trust + PPLI = Asset Armour

Asset Armour is our core strategy for wealthy individuals & families, particularly family offices. The technique combines our proprietary asset protection trust, The Defender Trust, with a Private Placement Life Insurance (PPLI) policy to create "Asset Armour" around your wealth.


The Defender Trust provides asset protection from creditors, judgements, or frivolous lawsuits. The Private Placement Life Insurance (PPLI) policy provides tax protection to all assets held within it. These two distinct components are forged together to provide comprehensive wealth protection. Asset Armour allows you to rest assured knowing you've secured your legacy.

  1. The settlor (you) sets up the Defender Trust (Details on the Defender Trust)
  2. The Defender Trust purchases and owns a Private Placement Life Insurance (PPLI) policy from an insurance carrier (4.)
  3. The trustee of the Defender Trust appoints an Investment Advisor (7.) to invest the assets in a Separate Account (6.) as instructed by the trustee.
  4. Upon the death of the insured, the combined proceeds of the death benefit and separate account pour to the Defender Trust completely tax free as the trust is the beneficiary of the PPLI policy.

Visit our PPLI Library to learn more about the rules and nuances of PPLI, or contact us to discuss implementing your Asset Protection strategy today.

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  1. This material is intended for informational purposes only. It should not be construed as legal, tax, or investment advice and is not intended to replace the advice of a qualified attorney or tax advisor. We are not a law firm or a substitute for a law firm or an attorney. We do not provide legal advice or investment advice of any kind nor legal strategies, opinions or rights.  
  2. Private Placement Life Insurance and Annuities are unregistered products and are not subject to the same regulator requirements as registered products. As such, Private Placement Life Insurance and Annuities can only be offered to accredited investors or qualified purchasers as described by the Securities Act of 1933.


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