Tag: PPLI
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The Walking Dead – Using Private Placement Variable Deferred Annuity Contracts to Enhance the Investment Return in Life Settlement Contracts
I have always been a film fan. Growing up in the Panama Canal Zone, one of my Mother’s jobs for the Panama Canal Company was serving as the manager of the Balboa Theater. We used to watch initial screenings of movies together on the Big Screen as a private viewing while eating lunch from the…
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Paradise Found! For the Sale of a Capital Asset
Paradise Found! – The Use of PPLI Planning in Income Realization Planning in the Sale of a Capital Asset I was at the PPLI conference in Boston a week and a half ago. Usually it is the same group of people saying the same things. However, this year was a little different. I have lived…
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No Fool on the Hill! – Recent Trends in the Private Placement Life Insurance Industry
Recent events within the private placement life insurance industry have created renewed interest within this specialized segment in the life insurance industry. The industry has seen some consolidation over the last several years and recent events including the entrance of large investment management firms has made the product relevant once again. I would argue that…
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The Super Roth IRA
Overview of Part 1 The Roth IRA is the better-looking (and smarter!) cousin of the traditional IRA. The Roth IRA came into existence in 1997 as part of the Taxpayer Relief Act. The provision was named for Senator William Roth of Delaware. Over the course of years since its adoption into law, much discussion has…
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Offshore Bank VS Insurance Company
Which institution (type) is safer for your assets during a crisis? Most people just don’t understand the difference between deposits with a bank and deposits with a life insurance company. Many believe that all financial institutions are generally structured in the same way and face the same business risks, however, this is not the case.…
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Invest Offshore via Private Placement Life Insurance (PPLI)
Benefits of Insurance Structures for Offshore Investment The advantages of private placement life insurance (PPLI) or variable unit-linked (VUL) life insurance are now well known and have become an integral part of wealth planning for offshore advisers. The main benefits are the following: Tax optimization and planning, Asset protection (ownership transfer of any premium) Investment…
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Tax Free Offshore Investment made Affordable
Financial advisers and investment bankers are rife with information on the latest investment investment ventures, market trends and financial analysis. With so many advisers and bankers dipping their hand into the proverbial pot, the right offshore investment choice for your assets can often be unclear. Suddenly, these questions pop into your head. Do I invest…