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The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance | 
 enlarge | Creator: Kirk Loury
Publisher: Bloomberg Press
Category: Book
List Price: $75.00
Buy New: $47.25
You Save: $27.75 (37%)
New (16) Used (14) from $36.25
Rating:  reviews
Media: Hardcover
Pages: 400
Number Of Items: 1
Shipping Weight (lbs): 1.6
Dimensions (in): 9.2 x 6.3 x 1.3
ISBN: 1576601730
Dewey Decimal Number: 368.325
EAN: 9781576601730
Publication Date: February 1, 2005
Availability: Usually ships in 24 hours
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Product Description
Wealth accumulation, tax efficiency, and asset protection are among the most critical concerns of high-net-worth clients. That's why their advisers need to know about private placement life insurance. PPLI is a flexible and cost-effective answer to these fundamental wealth-management challenges. Through a life insurance policy designed for the affluent investor, highly desirable investment options such as hedge funds and private equity can serve as the foundation for a comprehensive long-term investment solution. PPLI's substantial wealth-management benefits make it a vital tool for managing a portfolio and one that every affluent investor will want to explore. The PPLI Solution is the first book to serve participants in a complex and lucrative market that's growing rapidly. Investment advisers, attorneys, accountants, investment managers, and their high-net-worth clients will find The PPLI Solution an essential guide to effectively executing a policy and reaping PPLI's financial benefits. Earn twelve hours of credit toward your CFP Board CE requirement as well as PACE Recertification credit by reading The PPLI Solution. See the exam inside the book.
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| Customer Reviews:
The Bible of PPLI, a Must Read for the Superaffluent and Their Advisors July 25, 2009
William R. Fowler (Salt Lake City, UT, USA)
1 out of 2 found this review helpful
This book is very well-written and covers the subject in great detail. This book's contributers are the best PPLI advisors in the nation and it shows.
PPLI is one of the most exciting tax-savings and wealth accumulation tools for those whose net worth exceeds $5 million. If you are an advisor to superaffluent clients, or you're superaffluent yourself, you MUST have this book. Conventional cash value life insurance grows income tax free, but is hindered by high sales commissions, loading and maintenance fees, and is somewhat restricted in the types of investments it may choose. PPLI can invest in a wide range of high-performing funds, including hedge funds, and best of all loading and maintenance fees are very low: usually 1-2% loading and 100 basis points (1%) or less annual maintenance fees. And it grows income tax free! A good estate planner can also usually place the policy outside one's taxable estate i.e. no estate taxes.
Insurance salesmen make much less money from a PPLI policy than they do from selling standard VUL policies, so do not be surprised if they don't know about PPLI, pretend they don't know about it when they do, or badmouth it. PPLI is thus often handled by high-end attorneys or other professionals who cater to the wealthy.
And might I recommend a great companion to this book: Asset Protection in Financially Unsafe Times by Dr. Arnold Goldstein and W. Ryan Fowler. Tons of depth, case law analysis, and cutting edge asset protection and estate planning strategies.
Excellent reference manual for insurance professionals July 2, 2005
S. Kirkland (South Carolina)
3 out of 9 found this review helpful
Good reference book for insurance professionals who are serious about using life insurance to do all it is capable of doing!
If you also want a book that is a quick read on this subject to give to prospects, consider my book, America's Best Tax Strategies. It is available right here at Amazon.
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