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

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by Kirk Loury
     
 

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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… See more details below

Overview

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.

Few investors—whatever their net worth—will 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 PPLI's applications required of those providing advice. It can serve as an authoritative source for anyone—including investors—seeking to know more about PPLI’s nearly perfect tax efficiency, solid creditor protection, and powerful means of creating wealth.

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Product Details

ISBN-13:
9780470884973
Publisher:
Wiley
Publication date:
07/23/2010
Series:
Bloomberg Financial , #3
Sold by:
Barnes & Noble
Format:
NOOK Book
Pages:
400
File size:
3 MB

What People are saying about this

From the Publisher
"A timely and well-written volume, especially for the 'hedge fund age' that now dominates the current investment climate. It is difficult if not impossible to take advantage of these new opportunities without proper guidance, and Van's and Hayden's chapter about incorporating hedge funds into private placement life insurance is a primer for those attracted to the subject. The due-diligence guide contains practical insights and a 'what to watch for' section that can serve to avoid costly mistakes."
Michael G. Tannenbaum, Esq.
Partner, Tannenbaum Helpern Syracuse & Hirschtritt LLP
President, Hedge Fund Association

"Well conceived, well researched and well written. If you want to understand the benefits and risks of private placement life insurance, this is the place to start."
Glenn S. Daily, CFP, CLU, ChFC
Fee-only insurance consultant, New York, NY

"A unique and comprehensive guide to a complex subject."
Preston Tsao
Chairman, Metropolitan Circle of Private Investment, New York

"The PPLI Solution is a comprehensive multidisciplinary look at the emerging world of private placement life insurance. It is a must-read for anyone considering or advising on the purchase of one of these policies. Understanding private placement life insurance as a wealth management tool requires legal, investment, and insurance industry knowledge, and this book provides it all in a concise manner."
Steven M. Loeb, JD, LLM
Partner, Cleary Gottlieb Steen & Hamilton

"This book does an excellent job of demystifying PPLI. True professionals are attempting full disclosure and transparency in an area that begs for it. For families and their advisers who need to fully understand PPLI, this book is a winner."
Thomas R. Livergood
CEO, The Family Wealth Alliance

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