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.
Running Point always offers the option of video conferencing, from initial consultation to ongoing strategic planning sessions, as one of our virtual office capabilities. We recognize how vital this is during the current COVID-19 crisis. Simply contact us to arrange a session. Our full team is available to serve you.