WHAT DOES IT LOOK LIKE?

PPLI carriers offer customized policies fully compliant with U.S. tax rules and fully entitled to the preferential tax treatment that life insurance enjoys.

• Invest without being liable for tax on the gains.
• Have your chosen investment advisor make policy investments.
• Borrow the cash value of the policy – and the loan is tax-free
• Premiums can be paid in kind instead of paying cash. The contribution of stock to a PPLI is a technique used to sell corporations at a reduced tax cost.
• PPLI assets are held in separated segregated accounts from the insurance company’s assets and are unavailable to either insurance company creditors or creditors of other policyholders.