Trusts & Estates
Private Placement Life Insurance: A Cornerstone of Financial and Estate Planning for the High Net Worth Individual
PPLI is most often used as a simple, tax-efficient investment vehicle. However, by adding varying layers of complexity and employing competent counsel and advisers, PPLI should be a part of every high net worth individual’s estate plan. Provided the policy remains inforce, the tax-free accretion of investment earnings, tax-free access to the policy assets, and tax-free death benefit, present an unparalleled planning tool that simply cannot be ignored by estate planners and wealth advisors to the high net worth community.
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