The PPLI Solution

Beschreibung

Private placement life insurance (PPLI) was once the exclusivedomain of wealthy investors willing to tackle the logisticalchallenges of the offshore insurance market. The investmentportfolio, tax, and estate-planning applications, and ongoinginvestment potential of these policies made the effort worthwhile.In recent years, though, a number of U.S.-based insurance companieshave developed similar policies that meet all U.S. insurance,investment, and tax regulations. PPLI is becoming a fundamental component of effective tax,trust, and estate planning, but few sources have been available todetail the best practices--until now. The PPLI Solutioncan serve as a resource for effective execution. Written by leadingpractitioners, the book will position advisers to capitalize asPPLI expands further into the high-net-worth market and becomesavailable to individuals with an investable net worth as low as $1million. Few investors--whatever their net worth--will want toventure into the PPLI market without guidance. The PPLISolution addresses the needs of investment managers,consultants, attorneys, and accountants who want to achieve thebroad understanding of PPLI's applications required of thoseproviding advice. It can serve as an authoritative source foranyone--including investors--seeking to know more aboutPPLI's nearly perfect tax efficiency, solid creditorprotection, and powerful means of creating wealth.

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Kirk Loury

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"A timely and well-written volume, especially for the 'hedgefund age' that now dominates the current investment climate. Itis difficult if not impossible to take advantage of these newopportunities without proper guidance, and Van's and Hayden'schapter about incorporating hedge funds into private placement lifeinsurance is a primer for those attracted to the subject. Thedue-diligence guide contains practical insights and a 'what towatch for' section that can serve to avoid costly mistakes." --Michael G. Tannenbaum, Esq. Partner, Tannenbaum Helpern Syracuse & HirschtrittLLP President, Hedge Fund Association "Well conceived, well researched and well written. If youwant to understand the benefits and risks of private placement lifeinsurance, this is the place to start." --Glenn S. Daily, CFP, CLU, ChFC Fee-only insurance consultant, New York, NY "A unique and comprehensive guide to a complexsubject." --Preston Tsao Chairman, Metropolitan Circle of Private Investment, NewYork "The PPLI Solution is a comprehensive multidisciplinarylook at the emerging world of private placement life insurance. Itis a must-read for anyone considering or advising on the purchaseof one of these policies. Understanding private placement lifeinsurance as a wealth management tool requires legal,investment, and insurance industry knowledge, and this bookprovides it all in a concise manner." --Steven M. Loeb, JD, LLM Partner, Cleary Gottlieb Steen & Hamilton "This book does an excellent job of demystifying PPLI.True professionals are attempting full disclosure and transparencyin an area that begs for it. For families and their advisers whoneed to fully understand PPLI, this book is a winner." --Thomas R. Livergood CEO, The Family Wealth Alliance
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