Private-placement life insurance, or PPLI, allows affluent policyholders to invest virtually unlimited amounts in hedge funds ...

Quick ReadOffshore life insurance wrappers let ultra-wealthy clients shelter yachts, artwork, and Bitcoin tax-free, but likely violate IRS investor-control and diversification rules.The five largest ...

Private placement life insurance can reduce the hardship they create for heirs. Although the Senate Finance has recently scrutinized PPLI policies—meaning that one must take the risk-reward calculus ...

The customizable contracts allow investments to grow tax-free without the annual contribution limits imposed on retirement accounts. They are particularly attractive for investing in hedge funds, ...

A successful female entrepreneur with a strong charitable intent seeks to enhance her long-term impact on the causes she cares about. She possesses substantial private and public equities and has ...

New legislation from Sen. Ron Wyden, D-Ore., would reclassify and tax life insurance primarily used by the ultra-wealthy. Wyden, chairman of the Senate Finance Committee for another two weeks, has ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Ultra-high-net-worth families are increasingly focused on complex multigenerational wealth ...

As a generational shift brings younger ultra-high-net-worth families into active wealth planning, PPLI.com unveils a redesigned platform in seven languages - built to make one of the most powerful yet ...

I finished my last two years of high school at Culver Military Academy in Culver Indiana graduating in 1978. I attended the school sight unseen. I had never been to the school before I attended and ...

In the Soundtrack of Our Lives, one of the songs that I still get to hear from time to time on Sirius XM, is “Still the One” which was recorded and released by the band Orleans in 1976. I was in the ...