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Article – PPLI & PPVA

Presented by: Aidan Elliott


In this article, Aidan Elliott provides an overview of Private Placement Life Insurance and Private Placement Variable annuities, discusses the investment and income tax considerations of each option and the benefits and unintended consequences. Affluent family groups are eagerly searching for ways to mitigate taxes. While certain investments may be advantageous compared to others, life insurance is one of the best asset classes when it comes to mitigating income and estate tax. In particular, Private Placement Life Insurance offers the same tax benefits but a more expansive investment platform designed for affluent individuals and family groups. Learn more about these concepts in this article.

Topics Covered:

  • Private Placement Life Insurance
  • Private Placement Variable Annuities
  • Tax mitigation strategies using life insurance
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