Secure your legacy. Plan Different.
Tax Optimization
Using Private Placement Life Insurance to Tax optimize your wealth
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.
