Private Placement Life Insurance

WHAT IS PRIVATE PLACEMENT LIFE INSURANCE (PPLI)?

Private Placement Life Insurance uses the power of compounding to grow wealth that can be tax-free, while allowing you to loan money to yourself that can also be tax-free.

PPLI is not for everyone. You must be a qualified purchaser—an investor in the highest marginal federal and state tax brackets—whose objectives are to minimize taxes, accumulate wealth, and/or transfer significant wealth to the next generation and beyond.

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