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Private Placement Life Insurance (PPLI): The Inside Story
With the increase in income tax rates and the addition of the Medicare surtax, PPLI is in the forefront of best practices for the ultra-high-net-worth population. The wealthy understand it’s not what you earn, it’s what you keep, after tax. But is PPLI too good to be true? Learn: • For which clients PPLI is appropriate, which carriers are in the market and the U.S./offshore jurisdictions to consider • The tax law surrounding PPLI, including what the IRS allows in an IDF structure and the investor-control doctrine • How to read an illustration, what’s appropriate plan design, and what “open architecture” for investment management really means
Speaker(s):
John
B. Lawson,
MBA, CLU, ChFC,
Managing Director,
Waxman Lawson Financial
Credits
0.00
- Specialized Knowledge & Application
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