The PPLI Solution: Delivering Wealth Accumulation Tax Efficiency and Asset Protection Through Private Placement Life Insurance

About this book

Private placement life insurance (PPLI) was once the exclusive domain of wealthy investors willing to tackle the logistical challenges of the offshore insurance market. The investment portfolio tax and estate-planning applications and ongoing investment potential of these policies made the effort worthwhile. In recent years though a number of U.S.-based insurance companies have developed similar policies that meet all U.S. insurance investment and tax regulations. PPLI is becoming a fundamental component of effective tax trust and estate planning but few sources have been available to detail the best practicesuntil now. The PPLI Solution can serve as a resource for effective execution. Written by leading practitioners the book will position advisers to capitalize as PPLI expands further into the high-net-worth market and becomes available to individuals with an investable net worth as low as $1 million. Few investorswhatever their net worthwill want to venture into the PPLI market without guidance. The PPLI Solution addresses the needs of investment managers consultants attorneys and accountants who want to achieve the broad understanding of PPLIs applications required of those providing advice. It can serve as an authoritative source for anyoneincluding investorsseeking to know more about PPLIs nearly perfect tax efficiency solid creditor protection and powerful means of creating wealth.