The PPLI Solution

Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance

Business & Finance, Finance & Investing, Investments & Securities
Cover of the book The PPLI Solution by , Wiley
View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart
Author: ISBN: 9780470884973
Publisher: Wiley Publication: July 23, 2010
Imprint: Bloomberg Press Language: English
Author:
ISBN: 9780470884973
Publisher: Wiley
Publication: July 23, 2010
Imprint: Bloomberg Press
Language: English

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.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

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.

More books from Wiley

Cover of the book The Hollywood Action and Adventure Film by
Cover of the book Fundamentals of Nuclear Engineering by
Cover of the book From Ethical Review to Responsible Research and Innovation by
Cover of the book Linear Programming and Network Flows by
Cover of the book Reality TV by
Cover of the book Super Freedom by
Cover of the book The Hedge Fund Fraud Casebook by
Cover of the book Philosophical Perspectives on Teacher Education by
Cover of the book The Strange Non-death of Neo-liberalism by
Cover of the book Creating a Web Site by
Cover of the book Mortal Subjects by
Cover of the book The Savage Way by
Cover of the book HTML, XHTML and CSS For Dummies by
Cover of the book Marketing with Social Media by
Cover of the book The Small Business Bible by
We use our own "cookies" and third party cookies to improve services and to see statistical information. By using this website, you agree to our Privacy Policy