PPLI.SOLUTIONS

Media Coverage

Forbes
Private placement life insurance is the most transparent life insurance structure. It can also be exceedingly cost-effective with the ability to mitigate or eliminate the financial drag of taxes.

forbes.com/sites/russalanprince/2017/11/27/the-growing-appeal-of-private-placement-life-insurance-ppli/
Julius Baer​
Private Placement Life Insurance is a whole‑of‑life insurance … in which the cash values are segregated and invested individually.

juliusbaer.com/en/insights/wealth-insights/wealth-planning/digital-assets-and-life-insurance/
Nasdaq
Private placement life insurance (PPLI) stands as one of the best tax‑mitigating tools for wealth‑building … Wealthy individuals and organizations, such as Bain Capital and McKinsey, increasingly utilize PPLI to optimize their financial portfolios and grow their wealth.

nasdaq.com/articles/these-tax-saving-strategies-will-optimize-your-wealth
Bloomberg
Since death benefits paid from insurance policies are not taxable, this entire amount is transferred to the beneficiaries of PPLI policies tax‑free. Accordingly, if the beneficiaries of a PPLI policy are the children of the decedent, this is the amount of wealth transferred to the heirs of a policy owner free of income, gift and estate taxes.

bloomberg.com/news/articles/2021-09-02/richest-americans-have-tax-loophole-that-s-legal-easy-to-exploit-hard-to-close
JPMorgan
These life insurance policies allow the owner to build cash value over time … all your earnings are growing on a tax‑deferred basis...
Permanent life insurance policies enable you to invest in conservative investments …

jpmorgan.com/insights/investing/investment-strategy/how-to-use-life-insurance-as-a-financial-asset
Barron's
Within certain limitations, PPLI policyholders can let assets such as private equity, real estate, hedge funds, and other alternatives, grow tax‑deferred until the death of the policyholder. A policy's death benefit can be paid out income tax‑free to beneficiaries, allowing them to avoid the tax liability that often comes with paying out a trust at death.

barrons.com/articles/this-life-insurance-lets-the-very-wealthy-invest-in-private-markets-and-defer-taxes-774150c9
STEP Journal
The ability to control investments unhindered is a unique feature of the insurance contract and sets it apart from other structures, such as trusts and company structures.
Private placement life insurance (PPLI) is a viable alternative structure, either on its own or in combination with trust arrangements if more complex estate planning is required.

journal.step.org/sponsored-content/step-journal-issue-3-2024/private-placement-life-insurance-asia
Kendall S. Hunter, “The PPLI Solution”
The PPLI Solution provides readers with a comprehensive overview of how Private Placement Life Insurance can be used to enhance wealth accumulation and tax efficiency for high-net-worth individuals.

amazon.com/PPLI-Solution-Delivering-Accumulation-Efficiency-ebook/dp/B0041D8UWC
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