Have you received questions about, read articles on, or heard colleagues discuss private placement life insurance (PPLI) and want to learn more? If so, this presentation will be an excellent primer for understanding the basics.

PPLI is a form of life insurance available only to qualified purchasers or accredited investors and, structured properly, can efficiently help such individuals address their life insurance protection needs with the potential to build cash value tax-efficiently supported by sophisticated and customized underlying investment options not accessible by the general public. Interest in PPLI has increased in recent years due to the rhetoric and proposals regarding tax increases for high-earners and high-net-worth individuals.

However, as with many advanced planning strategies, there are "dos" and "don'ts" that must be carefully addressed and it is not for every affluent individual. Tune into this presentation to hear about all this and more. 

Learning Objectives:

• Define what PPLI is, how it works and who the right candidate for it is


• Contrast and compare to a traditional policy and when it is more or less suitable


• Identify permissible underlying investment structures and options


• Determine tax and legal considerations, emerging trends, and planning opportunities