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The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance

The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance

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Book DescriptionWealth accumulation, tax efficiency, and asset protection are among the most critical concerns of high-net-worth clients. That's why their advisers need to know about private placement life insurance. PPLI is a flexible and cost-effectiveanswer to these fundamental wealth-management challenges. Through a life insurance policy designed for the affluent investor, highly desirable investment options such as hedge funds and private equity can serve as the foundation for a comprehensive long-term investment solution. PPLI's substantial wealth-management benefits make it a vital tool for managing a portfolio and one that every affluent investor will want to explore.

The PPLI Solution is the first book to serve participants in a complex and lucrative market that's growing rapidly. Investment advisers, attorneys, accountants, investment managers, and their high-net-worth clients will find The PPLI Solution an essential guide to effectively executing a policy and reaping PPLI's financial benefits.

Earn twelve hours of credit toward your CFP Board CE requirement as well as PACE Recertification credit by reading The PPLI Solution . See the exam inside the book.