Welcome to our in-depth exploration of Private Placement Life Insurance (PPLI), a sophisticated financial tool designed to help high-net-worth individuals achieve tax-free compounding growth. In this webinar, hosted by Peak Trust Company, you’ll hear from experts Jonathan Blattmachr, William Lipkind, and Matthew Blattmachr as they dive deep into the nuances and advantages of PPLI as part of estate and wealth planning.
If you’re considering PPLI for yourself or your clients, this comprehensive webinar will equip you with the knowledge to make informed decisions. Watch now to explore how PPLI can be a powerful tool in your wealth preservation and tax planning strategy.
What You Will Learn
This webinar offers an extensive look at the structure, benefits, and risk factors
associated with PPLI, providing insights into:
- The Fundamentals of PPLI: Discover the basics of life insurance taxation, how
cash value grows without taxation, and the potential asset protection benefits
PPLI offers. - Comparing Variable Life Insurance: Learn how variable products, as
securities, differ from traditional insurance, offering more customization and
flexibility in terms of investment strategies. - Utilizing PPLI: Understand how to leverage PPLI for investing in different types
of assets, from marketable securities to private investments, while managing the
associated risks. - Key Risk Factors: Explore the tax risks of failing to meet statutory requirements
and learn about owner control issues, diversification rules, and more. - Pragmatic Considerations: Get practical advice on eligibility, the importance of
appraisals, and strategies to maximize the benefits of PPLI while navigating the
complexities of compliance. - Federal Legislation:The webinar also covers current and potential federal legislation that could
impact the future of PPLI, giving you critical insight into why acting now may be
advantageous.