5 Benefits Of Private Placement Life Insurance And Annuities

July 27, 2018 by Jon 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, recently told Bloomberg. “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 Jon Corrigan.