Let’s walk through how someone could amass millions more through Private Placement Life Insurance (PPLI) than through most other investment vehicles. For a definition, benefits and other considerations for PPLI, read our blog, “Why You’ll Never View Life Insurance The Same Way Again”. Let’s say John reads an article, and realizes that for PPLI, funds… Read more »
In Saving Private Ryan, Tom Hanks played an army captain for a band of men whose mission was to find Private Ryan and escort him safely home (because his 3 brothers had already lost their lives in World War II). Though your qualified retirement plan is not a matter of life and death, it may… Read more »
What if you could make a significant difference for a cause that you really care about, without reducing your assets (or those of the next generation)? What if you could actually give money away and save money at the same time? Well, if you qualify for more permanent life insurance than you need, you can.… Read more »
What better way to show your love than to make sure that you have an estate plan that covers and protects your spouse, while at the same time maximizing wealth transfer to your children (and grandchildren)? Protection can come in the form of reducing the taxes that will be owed on your estate, or reducing… Read more »
When It is Time to Trash a Policy It was worthless. Well at least that is what Mr. Greene* said. He had obtained a life insurance policy as part of his compensation package while at his previous firm. The $5 million death benefit was meant to insure his salary (for his wife’s benefit), and the… Read more »
