News & Analysis as of

Private Placement Life Insurance Estate Planning

Gerald Nowotny - Law Office of Gerald R....

Papa Has a Brand New Bag

The high-net-worth PPLI marketplace has started to resemble the retail VUL marketplace but with institutional pricing and investment options that are more sophisticated. In my view this has occurred for two reasons. First,...more

Gerald Nowotny - Law Office of Gerald R....

All in the Family – Introducing Family Owned Life Insurance™ (aka FOLI™)

The All in the Family podcast introduces Family Owned Life Insurance™ or (FOLI™). FOLI™ is a specialty use of group private placement life insurance for Family Offices. FOLI™ is a powerful product that will allow Family...more

Gerald Nowotny - Law Office of Gerald R....

TAKE A CHANCE ON ME! PART II - Embracing the Magic of Private Placement Life Insurance and Private Placement Variable Annuities

The bottom line; I can make a significant impact on your bottom line. Take a Chance on Me! Part II #ppli #ppva #idf #estateplanning #financialadvisor #tax ...more

Gerald Nowotny - Law Office of Gerald R....

TAKE A CHANCE ON ME! PART II - Embracing the Magic of Private Placement Life Insurance and Private Placement Variable Annuities

Nowotny On Death and Taxes episode #41 Take A Chance On Me Part II refers to the point not only can Gerry create the strategies but he can implement them as well. Gerry is a leader in private placement life insurance (PPLI),...more

Troutman Pepper

Private Placement Life Insurance Discussion Podcast

Troutman Pepper on

In this podcast, Troutman Pepper Partners Gregory J. Nowak and Justin H. Brown join Brian Divack and Harvey Feinberg of The PPLI Group for a discussion about private placement life insurance as an estate planning and tax...more

Gerald Nowotny - Law Office of Gerald R....

THE WAY WE WERE

Using the Loan Method of Split Dollar to recreate the benefit of tax deferral for Hedge Fund Managers in lieu of carried interest in their offshore fund.#splitdollar #ppli #estateplanning #financialadvisors #finance...more

Gerald Nowotny - Law Office of Gerald R....

THE WAY WE WERE

Nowotny On Death and Taxes, episode #20, The Way We Were is about using the Loan Method of Split Dollar to recreate the benefit of tax deferral for hedge fund managers. #splitdollar #ppli #hedgefundmanagers #estateplanning...more

Gerald Nowotny - Law Office of Gerald R....

Mad Dogs and Panameños!

Nowotny on Death and Taxes episode 16 - Mad Dogs and Panameños! Relates to using the Leveraged Split Dollar Rollout (LSD™ Rollout) to terminate Loan Regime Split Dollar™ Plans. #splitdollar #ppli #taxstrategies...more

Gerald Nowotny - Law Office of Gerald R....

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

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