John Pantekidis shared his take on private-placement life insurance (PPLI) with Financial Planning.
PPLI gets a lot of buzz in wealthy-family circles, and it’s easy to see why. It offers tax-deferred growth, access to alternative investments, and a death benefit that beneficiaries generally receive income-tax free. But as Zoe Sagalow’s article points out, it isn’t right for everyone.
John’s short version: “It could be a no-brainer using life insurance — but not necessarily PPLI products.”
John Pantekidis shared his take on private-placement life insurance (PPLI) with Financial Planning.
PPLI gets a lot of buzz in wealthy-family circles, and it’s easy to see why. It offers tax-deferred growth, access to alternative investments, and a death benefit that beneficiaries generally receive income-tax free. But as Zoe Sagalow’s article points out, it isn’t right for everyone.
John’s short version: “It could be a no-brainer using life insurance — but not necessarily PPLI products.”
News & Insights
In The News
In The News
In The News
In The News