Episode 80: What is Private Placement Life Insurance with Daniel Koller

Thinking Like a Bank

English - November 17, 2022 15:00 - 34 minutes - 31.6 MB - ★★★★★ - 41 ratings
Entrepreneurship Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Episode 79: How To Invest in Privately Held Businesses with Michael Johnson

Next Episode: Episode 81: The Power of Perceiving Your Goals with Heather Lee Chapman

Daniel Coller is the Head of Compliance at 1291 Group, a private wealth solutions firm located in Europe that helps clients internationally mitigate taxes, and protect their assets, along with other custom-tailored wealth solutions.

Our main topic of discussion today is Private Placement Life Insurance. What is private placement life insurance? Who is it usually a good fit for, and how does private placement life insurance work?

This episode talks about:

Daniel's background in international financial services
What is Private Placement Life Insurance (PPLI) and how does it work?
What is niche insurance and how are PPLI policies different from other life insurance policies?
Who are the parties involved in setting up PPLI? The external and internal aspects of it?
The minimum net worth requirement to qualify for PPLI?
The advantages of investing in PPLI under the acronym PATEC.
Can PPLI policy owners withdraw from their cash value or borrow against it at any time?
The portability features of PPLI, in an international setting.
The role of the financial professional in helping PPLI clients in building strong investment options, mitigating taxes, and asset protection.
Is there a growing market for Private Placement Life Insurance amongst wealthy individuals and businesses globally?

To connect with Daniel Coller and learn more about Private Placement Life Insurance, please visit:

👉Company Website➡️https://www.1291group.com/

👉Linkedin ➡️https://www.linkedin.com/in/daniel-koller-42a8368/

👉Email ➡️[email protected]

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.