Private Placement Life Insurance
A Life Insurance Structure to Accumulate Wealth on a Tax-Favored Basis.
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Implementing a PPLI solution as a tool for sophisticated investors.
Private Placement Life Insurance (PPLI) is designed for ultra high-net-worth individuals seeking tax-advantaged wealth accumulation and tax protection. Mezrah Consulting helps their clients manage their planning objectives to maximize the benefits of this sophisticated investment structure.
A PPLI investment vehicle allows your investments within in a life-insurance structure to have tax favored benefits. The opportunity to asset protect these PPLI assets is also evaluated, as is the inclusion of a preferred investment manager via an insurance dedicated fund (IDF).
Hypothetical Performance Comparison: Taxable Securities vs. PPLI
*Private Placements are non-public securities, which can be offered to “Accredited Investors” only. Private placements are high risk and illiquid investments. As with other investments, you can lose some or all of your investment. Nothing here should be interpreted to state or imply that past results are an indication of future performance.. Investing in private securities transactions bears risk, in part due to the following factors: there is no secondary market for the securities; there is credit risk; where there is collateral as security for the investment, its value may be impaired if it is sold. Please see the Private Placement Memorandum (PPM) for a more detailed explanation of expenses and risks.