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Open Daily: 10am - 10pm | Alley-side Pickup: 10am - 7pm
3038 Hennepin Ave Minneapolis, MN
612-822-4611
The Ppli Solution: Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance

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

Hardcover

Series: Bloomberg Financial, Book 3

Business GeneralInvesting & Finance

Publisher Price: $90.00

ISBN10: 1576601730
ISBN13: 9781576601730
Publisher: John Wiley & Sons
Published: Feb 1 2005
Pages: 368
Weight: 1.65
Height: 1.18 Width: 6.54 Depth: 9.50
Language: English
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 practices--until 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.

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