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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