Episode 14 – A Dive into Private Placement Life Insurance (PPLI) — With Guest Rick Calderon

Episode 14 – A Dive into Private Placement Life Insurance (PPLI) — With Guest Rick Calderon

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Private placement life insurance (PPLI) is a tax efficient, low-cost vehicle to provide Accredited Investors and Qualified Purchasers a means to transfer wealth.

PPLI leverages institutionally-priced wholesale insurance to create a tax efficient wrapper that gives investors the power of compounded growth tax free, as well as using a death benefit to transfer wealth to Generation 2+. 

Derek Myron is joined by Rick Calderon from MAS Advisors LLC to expand on PPLI and how it can serve as a wealth transfer vehicle for the right investor. 

In this episode, you will learn:

  • What PPLI is, the tax benefits, and who the ideal investor would be
  • Minimum investment requirements for creating a PPLI plan, and what the cost/yield is. 
  • What MEC and non-MEC structures are and how they can provide either wealth transfer or income for investors 
  • Good and bad investments for PPLI 
  • And more!

Tune in to learn all about private placement life insurance!

Resources: Centura Wealth Advisory | MAS Advisors LLC | Rick Calderon

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