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The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance Book

The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance
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The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance, , The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance
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  • The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance
  • Written by author Kirk Loury
  • Published by Wiley, John & Sons, Incorporated, February 2005
  • - Audience: Investment advisers, wealth managers, private bankers, trust officers, insurance advisers, accountants, trust and estate attorneys, high-net-worth individuals- The first book on a rapidly expanding market- PPLI is a "triple play" f
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Book Categories

Authors

1An introduction to PPLI3
2Risk management : redefining safe harbors21
3Tax management : building wealth, reducing taxes31
4Asset protection : riches out of reach41
5Estate planning : when insurance tames taxes65
6Trust administration : the domestic advantage79
7Executive benefits : the plan that pays its way99
8Toward a more powerful portfolio107
9Who's afraid of hedge funds?125
10In search of skilled investment managers155
11Policy structure : the good, the bad, the ugly171
12Getting it right : a regulatory overview189
13Investment due diligence : beyond the questionnaire221
14Creating and administering an insurance-dedicated fund231
15Underwriting the policy257
16Understanding and comparing costs269
17Jurisdiction : home or away?285
18Making a place in private banking303
19The family office : a perfect fit313
Continuing education exam321


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The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance, , The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance

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