Harness the Power:

Private Placement Life Insurance and Variable Annuities

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Discover how to help your most affluent clients grow wealth tax-efficiently and across generations while investing flexibly across traditional and alternative investments.

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What You'll LEARN

How to attract and serve affluent clients with PPLI and PPVA
The many benefits of Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA)
How to mitigate income and estate taxes with PPLI and PPVA
How to overcome “tax drag” on investment returns with PPLI and PPVA
How to achieve “tax alpha” with PPLI and PPVA
How to shelter alternative investment returns with Insurance Dedicated Funds (IDFs)
Eliminate K-1s with IDFs
Which investors qualify for PPLI and PPVA
Similarities and difference beweeen PPLI and PPVA
Access traditional investments cost-effectively with Variable Insurance Trusts (VITs)
How to assemble the right team of professionals to succeed with PPLI and PPVA
How to put PPLI and PPVA to work for your clients

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