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 policy holders.