Article – PPLI State Jurisdiction Comparison

Published: April 5, 2022

In this article, we provide a high-level overview of PPLI and PPVA; explaining how they operate, investment strategies and ideal candidates.

Presented by: Ben Rainey

Description:

This document provides a high-level overview of the different state tax jurisdictions and the impact the different tax rates can have for Private Placement Life Insurance (PPLI) policy-owners. It explains how they are calculated and provides a comparison between four of the most popular states for these types of policies.

Topics Covered:

Private Placement Life Insurance
Private Placement Variable Annuity
Premium Tax

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