The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, And Asset Protection Through Private Placement Life Insurance
| Author | : | |
| Rating | : | 4.55 (854 Votes) |
| Asin | : | 1576601730 |
| Format Type | : | paperback |
| Number of Pages | : | 400 Pages |
| Publish Date | : | 2015-12-07 |
| Language | : | English |
DESCRIPTION:
"The Bible of PPLI, a Must Read for the Superaffluent and Their Advisors" according to William R. Fowler. 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. "Five Stars" according to Alexander I. Great, informative book for advisors.. "Four Stars" according to John D. A derailed and incisive survey
"A timely and well-written volume, especially for the 'hedge fund age' that now dominates the investment climate." -- Michael G. Tannenbaum, Esq.; President, Hedge Fund Association"Understanding PPLI requires legal, investment, and insurance-industry knowledge, and this book provides it all." -- Steven M. -- Steven M. Tannenbaum, Esq.; President, Hedge Fund AssociationUnderstanding PPLI requires legal, investment, and insurance-industry knowledge, and this book provides it all. Loeb, JD, LLM, Partner, Cleary Gottlieb Steen & Hamilt
. Spencer Trask is a venture capital firm serving the private-equity needs of high-net-worth individuals and investment advisers. Kirk Loury is president and chief investment officer for Spencer Trask Asset Management, a wholly owned registered investment adviser of Spencer Trask & Co. He was an account executive at IBM and later joined New York Life. As chief investment officer, Loury directs the investment analysis of hedge funds and venture capi
Private placement life insurance (PPLI) was once the exclusive domain of wealthy investors willing to tackle the logistical challenges of the offshore insurance market. The PPLI Solution can serve as a resource for effective execution. In recent years, though, a number of U.S.-based insurance companies have developed similar policies that meet all U.S. The PPLI Solution addresses the needs of investment managers, consultants, attorneys, and accountants who want to achieve the broad understanding of PPLI's applications required of those providing advice. insurance, investment, and tax regulations. The investment portfolio, tax, and estate-planning applications, and ongoing investment potential of these policies made the effort worthwhile. It can serve as an authoritative source for anyone—including investors—seeking to know more about PPLI’s nearly perfect tax efficiency, solid creditor protection, and powerful means of creating wealth.. Written by leading practitioners, the book will position advisers to capitalize as PPLI expands further into the high-net-worth market and becomes available to individuals with an investable n