Private Placement Life Insurance minimizes or eliminates tax concerns from your planning. Consider the techniques you are currently using. Would they be benefitted by removing federal and state taxation?
Private Placement Life Insurance Benefits:
Below we explore the basic structure and benefits of PPLI. Visit our PPLI Library to learn more about the rules and nuances of Private Placement Life Insurance or contact us to receive a PPLI feasibility analysis today.
Private Placement Life Insurance has the qualities of both insurance and investments. Part of the premium goes to pay for insurance, and the rest is invested.
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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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