Description

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