Private Placement Life Insurance
The Benefits
BY COMBINING TAX-INEFFICIENT INVESTMENTS WITH TAX-FAVORABLE LIFE INSURANCE AND ANNUITY STRUCTURES, Private placement life insurance (PPLI) IS ABLE TO REDUCE, DEFER OR ELIMINATE TAXATION ON TRADITIONAL AND ALTERNATIVE INVESTMENTS WHILE PRESERVING A CLIENT’S CHOICE OF INVESTMENT MANAGER AND CUSTODIAN. SOLUTIONS ARE AVAILABLE FOR US, NON-US AND US-NEXUS INDIVIDUAL AND INSTITUTIONAL CLIENTS.
PPLI allows a client to reduce, defer or completely eliminate taxation on traditional and alternative investments. Furthermore, a client does not need to change their investment manager or current custodian to implement a PPLI strategy. PPLI simply combines tax efficient investments with tax favourable life insurance and annuity structures. Solutions are available for US, non-US and US nexus private and institutional clients.
IF YOU WOULD LIKE TO FIND OUT MORE OR SET UP A CALL WITH ONE OF OUR PARTNERS, WE WOULD LOVE TO HEAR FROM YOU.