Creating Tax-Efficient Wealth Strategies for UHNW Clients through Private Placement Life Insurance скачать в хорошем качестве

Creating Tax-Efficient Wealth Strategies for UHNW Clients through Private Placement Life Insurance

Private Placement Life Insurance (PPLI) is an effective way for UHNW clients to move assets outside of their estate and protect the future gains from income taxes, estate taxes, and creditors. This presentation does a deep dive into what PPLI is and how family offices, RIAs, CPAs, and estate attorneys can utilize it to help UHNW clients manage their estate and investment planning issues. For more information, check out our website here: https://www.colvaservices.com/ppli/ Chapter Background: 0:00 Intro 02:24 Who is Rajiv Rebello and Colva? 06:21 What is Private Placement Life Insurance and how does it help RIAs, Estate Attorneys, and CPAs create portfolio and tax-alpha? 08:58 PPLI costs vs tax-savings 13:05 PPLI Liquidity: “Super Roth IRA” for UHNW clients 17:25 PPLI vs Traditional UL and VUL 21:41 How does PPLI solve estate and investment problems for UHNW clients? 25:04 Who are the ideal clients for PPLI? 27:00 What are the risks of PPLI and how do we minimize costs? 35:54 The problem with using taxable bonds as retirement solutions 40:11 Minimizing the after-tax drag of advisory fees through PPLI 41:40 Improving tax-efficiency of grantor trust generational wealth transfer strategies 45:28 Other Fixed income solutions for HNW clients using life insurance