Private Placement Life Insurance

News & Analysis as of

Paradise Found! - The Use of PPLI Planning in Income Realization Planning in the Sale of a Capital Asset

I was at the PPLI conference in Boston a week and a half ago. Usually it is the same group of people saying the same things. However, this year was a little different. I have lived through several cycles of evolution of the...more

Nowotny on Private Placement Group Variable Deferred Annuity Contracts for Tax Exempt and Foreign Investors [Video]

The Private Placement Group Variable Deferred Annuity Contract aka GAC has quietely been used by tax-exempt organizations for some time. As far as I can count, $50 billion of tax exempt transactions have utilized the GAC as a...more

Nowotny on Private Placement Variable Deferred Annuities [Video]

I have written previously on the use of private placement variable annuities in trust planning. I call the idea -Dynasty Annuity. the fact of the matter is that no grantor of a Grantor Trust is happy paying taxes on income...more

Nowotny on Private Placement Life Insurance [Video]

This is the first in what will hopefully of a series of videos on private placement insurance products and planning. This is a topic of increasing interest and popularity with high net worth clients and their advisors. My...more

No Fool on the Hill! - Recent Trends in the Private Placement Life Insurance Industry

Overview - Recent events within the private placement life insurance industry have created renewed interest within this specialized segment in the life insurance industry. The industry has seen some consolidation over...more

Jamon y Queso (Ham and Cheese) – Offshore Annuity Planning Options for Non-Resident Aliens

I have been active in private placement life insurance since 1999. Over that course of time, while the offshore private placement life insurance industry was getting its start in the late 1990s, Sun Life of Canada introduced...more

A Whiter Shade of Pale -- Building a Private Label Investment Program with Private Placement Life Insurance and Annuities

Overview - Poor John Paulsen! Now that's an oxymoron! He has to be the most radioactive man on the Planet when it comes to tax planning. Everything he touches in business seems to be couched in subversive tax planning...more

Tales from the Crypt -- Post-Mortem Planning Using Private Placement Insurance Products

Overview - This article discusses the use of private placement products - private placement deferred variable annuities (PPVA) and private placement life insurance (PPLI)- in post mortem income tax and transfer tax...more

The Super Roth IRA[1] - Part 1

The Roth IRA is the better-looking (and smarter!) cousin of the traditional IRA. The Roth IRA came into existence in 1997 as part of the Taxpayer Relief Act. The provision was named for Senator William Roth of...more

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