Private Placement Life Insurance (PPLI) is a win-win for clients and their professional partners. PPLI earnings grow tax-deferred and can be accessed completely tax-free, and the product offers a nearly unlimited range of investment options.
Explore WealthPoint’s free resources below to understand the ins and outs of PPLI, clear up common misconceptions, and find out whether it’s the right fit for your ultra-affluent clients.
We’ll walk you through the basics of PPLI—upsides, downsides, strategies, and more—with total transparency.
01 What Is PPLI?Duration 4:06
Learn the basics of PPLI, including its benefits as a tax-deferred life insurance product designed for ultra-wealthy individuals.
02 PPLI – The Tax Problem and Potential ImpactDuration 4:21
Just how much can PPLI save your clients? Discover the simple math behind PPLI’s incredible efficiency in this video.
03 PPLI – Access to Your MoneyDuration 4:09
With PPLI, nearly 100% of account value is available from day one, and accessing funds is straightforward. Here’s what you should know.
04 PPLI – Trusts and Step-upDuration 3:58
Find out how PPLI can eliminate income tax during life and provide a step-up in basis at death, all while keeping assets outside the taxable estate.
05 PPLI – Downsides and Where It BreaksDuration 4:43
Dive into the downsides of PPLI and learn how an experienced team can help you successfully navigate all key requirements.
06 PPLI – Regulatory RisksDuration 4:26
Wondering about PPLI’s future? Here’s why the WealthPoint team isn’t worried about regulatory risks — and why your clients shouldn’t be either.
Hungry for more details on PPLI? As a companion to the above video series, our comprehensive handbook breaks down the core elements of PPLI in plain language, complete with detailed case studies.
In our guide, you’ll learn:
Though PPLI was created in the late 1970s, it has recently gained tremendous momentum as a trustworthy, tax-advantaged life insurance and investment strategy.
$6 Billion +
in Benefits Placed
14
Years of PPLI Experience
476
# of PPLI Cases
WealthPoint commits to deep discovery early on, so we’re always aligned with your top goals and priorities. PPLI is a smart strategy for advisors who:
If you’re interested, fill out the form to schedule a low-pressure conversation with our PPLI experts.
We have a wide range of expert-led webinars, interviews, whitepapers, and blogs to sate your curiosity.
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