The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance

Book Description:

Wealth accumulation, tax efficiency, and asset protection are among the most critical concerns of high-net-worth clients. That’s why their advisers need to know about private placement life insurance. PPLI is a flexible and cost-effective answer to these fundamental wealth-management challenges. Through a life insurance policy designed for the affluent investor, highly desirable investment options such as hedge funds and private equity can serve as the foundation for a comprehensive long-term investment solution. PPLI’s substantial wealth-management benefits make it a vital tool for managing a portfolio and one that every affluent investor will want to explore.

The PPLI Solution is the first book to serve participants in a complex and lucrative market that’s growing rapidly. Investment advisers, attorneys, accountants, investment managers, and their high-net-worth clients will find The PPLI Solution an essential guide to effectively executing a policy and reaping PPLI’s financial benefits.

Earn twelve hours of credit toward your CFP Board CE requirement as well as PACE Recertification credit by reading The PPLI Solution. See the exam inside the book.