5 Benefits Of Private Placement Life Insurance

July 13, 2018 by John Corrigan

Private placement life insurance and annuity programs, commonly referred to as PPLI, have quickly become a favorite strategy among ultra-wealthy investors seeking greater tax efficiency within investment vehicles. It allows policyholders to combine the strength of premium investment products, such as hedge funds or other alternatives, with the tax-free benefits of life insurance.

“This is a sexy product that people get excited about owning and tell their friends about,” Aaron Hodari, managing director at Schechter,  told Bloomberg [in May]. “It’s an alternative investment that allows you to invest in hedge funds and defer or eliminate taxes.”

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Originally Posted at InsuranceNewsNet on July 12, 2018 by John Corrigan.