The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, And Asset Protection Through Private Placement Life Insurance
| Author | : | |
| Rating | : | 4.74 (952 Votes) |
| Asin | : | 1576601730 |
| Format Type | : | paperback |
| Number of Pages | : | 400 Pages |
| Publish Date | : | 2017-12-27 |
| Language | : | English |
DESCRIPTION:
The Bible of PPLI, a Must Read for the Superaffluent and Their Advisors William R. Fowler This book is very well-written and covers the subject in great detail. This book's contributers are the best PPLI advisors in the nation and it shows.PPLI is one of the most exciting tax-savings and wealth accumulation tools for those whose net worth exceeds $5 million. If you are an . Five Stars Alexander I Great, informative book for advisors.. "Four Stars" according to John D. A derailed and incisive survey
Loeb, JD, LLM, Partner, Cleary Gottlieb Steen & HamiltonA timely and well-written volume, especially for the 'hedge fund age' that now dominates the investment climate. Tannenbaum, Esq.; President, Hedge Fund Association"Understanding PPLI requires legal, investment, and insurance-industry knowledge, and this book provides it all." -- Steven M. "A timely and well-written volume, especially for the 'hedge fund age' that now dominates the investment climate." -- Michael G. -- Steven M. -- Michael G. Loeb, JD, LLM, Partner, Cleary Gottlieb Steen & Hamilt
He received his BS from the University of Colorado, Boulder, and his MBA from the Harvard Graduate School of Business Administration. He was an account executive at IBM and later joined New York Life. . As chief investment officer, Loury directs the investment analysis of hedge funds and venture capital as asset classes, sets investment policy and practices, oversees portfolio administration, manages due diligence activities, and maintains the firm's external investment
Private placement life insurance (PPLI) was once the exclusive domain of wealthy investors willing to tackle the logistical challenges of the offshore insurance market. In recent years, though, a number of U.S.-based insurance companies have developed similar policies that meet all U.S. It can serve as an authoritative source for anyone—including investors—seeking to know more about PPLI’s nearly perfect tax efficiency, solid creditor protection, and powerful means of creating wealth.. The investment portfolio, tax, and estate-planning applications, and ongoing investment potential of these policies made the effort worthwhile. The PPLI Solution can serve as a resource for effective execution. Written by leading practitioners, the book will position advisers to capitalize as PPLI expands further into the high-net-worth market and becomes available to individuals with an investable net worth as low as $1 million.Few investors—whatever their net worth—will want to venture into the PPLI market without guidance. The PPLI Solution addresses the needs of investment managers, consultants, attorneys, and accountants who want to achieve the broad understanding of PPLI's applications required of those providing advice. insurance, investment, and tax regulations. PPLI is becoming a fundamental component of effective tax, t