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Benefits of Private Placement Life Insurance (PPLI) for the Ultra-Affluent
5 minutes read

Benefits of Private Placement Life Insurance (PPLI) for the Ultra-Affluent

Tax rates are currently at or near historic lows. But ask just about anyone and the expectation is that taxes are sure to increase in the future. So, finding tax-efficient shelters for wealth accumulation is important for protecting long-term portfolio value and accomplishing tax planning goals. For the ultra-wealthy, private placement life insurance (PPLI) can provide powerful tax benefits while helping…
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Using life insurance to transfer wealth
6 minutes read

Using life insurance to transfer wealth

Good estate planning answers three key questions: Where does your stuff go? Who is in charge? And what are the rules? Life insurance can be one of the most tax-efficient ways to answer these questions because it can limit tax exposure while protecting and facilitating generational wealth. Here’s a look at how you can develop a life insurance strategy that will help preserve your legacy for generations…
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