Episode 14 – A Dive into Private Placement Life Insurance (PPLI) — With Guest Rick Calderon

Live Life Liberated

English - September 02, 2020 13:00 - 29 minutes - 67.6 MB
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Previous Episode: Episode 13 – The Impact Of COVID-19 On The Multi-Family Real Estate Industry – With Mark Gleiberman

Next Episode: Episode 15 – Estate Tax Implications If Joe Biden Wins The Presidential Election

Private placement life insurance (PPLI) is a tax efficient, low-cost vehicle to provide Accredited Investors and Qualified Purchasers a means to transfer wealth. PPLI leverages institutionally-priced wholesale insurance to create a tax efficient wrapper that gives investors the power of compounded growth tax free, as well as using a death benefit to transfer wealth to …