When your purpose is to buy insurance, you want to get the most insurance for the least price. When your purpose is to grow your assets without the drag of taxes, you want the least insurance for the highest price. Why?
Because with PPLI you want the cost of the policy going into its cash value (its “Tax Wrapper”) where it is invested tax-free. You want your investment return undiluted by taxation or the cost of insurance. PPLI is designed to promote underlying asset growth. Tax mitigation is almost as important as investment performance.
Click here to learn more about the tax benefits of PPLI or contact us to discuss implementing a PPLI strategy today.
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This material is intended for informational purposes only. It should not be construed as legal or tax 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 of any kind or legal strategies, opinions or rights. Private Placement Life Insurance and Annuities are unregistered products and are not subject to the same regulatory 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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