Partnerships
The Specialist Partner Your Clients' Complex Cases Deserve
Advisors, family offices and asset managers bring us their most complex cross-border cases. We provide the PPLI structuring depth to close them — and we do it alongside you, never in place of you.
A Partnership Built to Extend Your Practice, Not Replace It
PPLI Solutions is a service of the International Independent Investment Insurance Alliance. We work with the professionals who already hold the client relationship — the advisor, the family office, the asset manager — and give them the specialist infrastructure that Private Placement Life Insurance demands.
When a client’s situation crosses borders, spans generations, or involves assets that a generalist structure cannot hold, most intermediaries reach the edge of what they can deliver. That is where a partnership with us begins. We handle the carrier access, the jurisdictional analysis and the due diligence; you keep the relationship and the trust you have spent years building.
Our independence is the reason partners rely on us. We are not tied to any carrier, bank or product manufacturer, so every case is built around what is structurally right for your client — not around a distribution agreement.
Who We Partner With
Professionals Who Reach the Edge of the Generalist Model
Our partners are the professionals whose clients have outgrown conventional structuring. Independent financial advisors and wealth managers turn to us when an internationally mobile client needs a solution their existing shelf cannot provide. Family offices engage us to run an independent review, or to place a structure that sits cleanly across several jurisdictions. Trustees and legal advisors bring us the cases where the tax and succession planning has to be right the first time.
Asset managers and investment consultants partner with us to hold portfolios inside a PPLI structure — extending what they can offer international clients without building the insurance infrastructure themselves. In every case the shape of the relationship is the same: you own the client, we own the complexity, and the client is served at a level neither of us could reach alone.
How the Partnership Works
One Point of Access, From First Conversation to Placement
We Start With the Case, Not the Product
Every partnership begins with a confidential review of the client’s situation — the assets involved, the jurisdictions in play, and the outcome you and the client are working toward. We tell you plainly whether PPLI is the right tool. When it is not, we say so.
We Bring the Market to You
Because we hold relationships with carriers across more than fifteen jurisdictions and are tied to none of them, we can match each case to the structure that genuinely fits. You receive the market, assessed independently — not a single provider’s shelf.
We Carry the Administrative Weight
Cross-border cases generate significant due diligence, compliance and documentation work. Our team handles that burden end to end, so the partnership adds capability to your practice rather than workload.
Your Relationship Stays Yours
We are advisor-facing by design. We do not market to your client, and we do not step between you and them. The client remains yours throughout — before, during and long after the structure is in place.
Confidentiality on Every Case
PPLI structures involve sensitive information across multiple jurisdictions. We operate under strict confidentiality protocols, and the details of your client and their structure are never shared beyond those directly working on the matter.
We Stay Involved After Placement
A structure is not finished when it is placed. We provide consolidated reporting and ongoing oversight, and we keep you informed of the regulatory and structural changes that affect your client’s position over time.
For Carriers and Institutional Partners
We work with insurance carriers on a case-by-case basis. What matters most is that carriers know our profile in advance — the markets we serve, the client segments we work with, and the jurisdictions we place in — so that when a case fits, we can move quickly together.
If you would like to understand who we are and the kind of cases we bring, read more about the firm and its principals at iiiiallc.com, or write to us using the enquiry form below. We respond within one business day.
Explore a Partnership
Whether you have a specific client case in mind or want to understand how a working relationship with us takes shape, we welcome the conversation. Every enquiry is treated with complete confidentiality.
Direct Line
Office
122 South Michigan Avenue
Chicago, IL 60603
Response Time
Within one business day