Description
Private Placement Life Insurance (PPLI) offers an unparalleled opportunity for high-net-worth clients to optimize their wealth management strategies. Join our experts for a webinar is designed to provide you with a comprehensive understanding of PPLI's benefits, mechanics, and applications in retirement planning, tax optimization, and estate transfer. Learn how this strategy can help your clients grow investments tax-free, access tax-free income, and pass wealth to the next generation with maximum efficiency.
Key Topics:
Why Taxes Matter: Explore the impact of taxes on investment returns and how PPLI mitigates this burden.
The Three Tenets of PPLI: (1) Tax-free investment growth. (2) Tax-free access to retirement income.(3) Tax-free wealth transfer to heirs.
Comparing Taxable Investments and PPLI: See real-life examples of how PPLI outperforms traditional taxable accounts in returns, tax efficiency, and long-term value.
PPLI as a Customizable Solution: Discover how PPLI is tailored to client needs with low fees, flexible investment strategies, and open architecture for investment managers.
Applications in Estate Planning: Learn how PPLI integrates with estate structures like family limited partnerships (FLPs), irrevocable life insurance trusts (ILITs), and dynasty trusts to protect assets and minimize taxes.
Learning Objectives
Understand the Tax Advantages of PPLI – Analyze how Private Placement Life Insurance (PPLI) mitigates the impact of taxes on investment returns, enabling tax-free investment growth, tax-free income access, and tax-efficient wealth transfer.
Compare PPLI with Traditional Investment Strategies – Evaluate real-life case studies to understand how PPLI outperforms taxable investment accounts in terms of returns, tax efficiency, and long-term wealth preservation.
Explore PPLI’s Role in Estate and Wealth Transfer Planning – Examine how PPLI integrates with estate planning structures such as family limited partnerships (FLPs), irrevocable life insurance trusts (ILITs), and dynasty trusts to protect assets and minimize taxes for high-net-worth clients.