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 (e.g. tax-free growth, reallocations, distributions, and death 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
