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Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for affluent families. There has been tremendous growth in the number of families adopting PPLI.
This May 28th webcast is an opportunity to easily understand PPLI and its applications.
In this special webcast led by Winged Keel Group, a Family Enterprise USA sponsor, presenters will provide a simplified overview of PPLI, detailing how it works and why it’s an attractive option for many families.
MEET OUR WINGED KEEL GROUP SPEAKERS
The conversation will explore real case studies where PPLI helped clients achieve specific goals, including enhancing after-tax investment returns. Whether you’re new to PPLI or refining your knowledge, you’ll come away with clarity on:
- Investment options including insurance-dedicated funds (IDFs) and separately managed accounts (SMAs)
- The role life insurance plays in PPLI
- How PPLI integrates with your broader planning
- Best practices to ensure the PPLI policy will qualify and achieve the intended purpose
Webcast attendees will benefit from the experience and insights of the leading firm in the PPLI space, deepen their understanding of the opportunities offered by PPLI, and elevate their ability to determine if PPLI warrants further exploration.
Discover why more sophisticated families are turning to PPLI - and whether this strategy belongs in your planning toolkit.
About Winged Keel Group
Dating back to 1851, the America’s Cup is the oldest continuous competition in sport. The 1983 race marked the first time that the challenger had won the Cup since the contest began. The challenger’s key to victory was the development of a “winged keel.” This structural development increased the challenging yacht’s stability, enabling it to move more smoothly and quickly through the water.
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The need for fact-based reporting of issues important to family offices and successful families and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful families are under fire. That’s why Family Enterprise USA Action is passionately working to increase the awareness of issues important to family offices and successful families, while continuing to strengthen our presence on Capitol Hill.
Family Enterprise USA Action engages with legislators on Capitol Hill on behalf of family offices, successful families, and family-owned businesses. It is focused exclusively on the critical tax and economic policies that impact them. Since 1995, FEUSA Action has been the leading advocacy group working daily in Washington, D.C., to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income and capital gains taxes, the creation of a wealth tax, and other hostile policies that punish hardworking taxpayers and success in the U.S. It is a bipartisan 501.c4 organization.
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