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The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, And Asset Protection Through Private Placement Life Insurance Hardcover – February 1, 2005
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"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. Loeb, JD, LLM, Partner, Cleary Gottlieb Steen & Hamilton
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. Loeb, JD, LLM, Partner, Cleary Gottlieb Steen & Hamilton
"A timely and well-written volume, especially for the 'hedge fund age' that now dominates the current investment climate. It is difficult if not impossible to take advantage of these new opportunities without proper guidance, and Van's and Hayden's chapter about incorporating hedge funds into private placement life insurance is a primer for those attracted to the subject. The due-diligence guide contains practical insights and a 'what to watch for' section that can serve to avoid costly mistakes."
—Michael G. Tannenbaum, Esq.
Partner, Tannenbaum Helpern Syracuse & Hirschtritt LLP
President, Hedge Fund Association
"Well conceived, well researched and well written. If you want to understand the benefits and risks of private placement life insurance, this is the place to start."
—Glenn S. Daily, CFP, CLU, ChFC
Fee-only insurance consultant, New York, NY
"A unique and comprehensive guide to a complex subject."
Chairman, Metropolitan Circle of Private Investment, New York
"The PPLI Solution is a comprehensive multidisciplinary look at the emerging world of private placement life insurance. It is a must-read for anyone considering or advising on the purchase of one of these policies. Understanding private placement life insurance as a wealth management tool requires legal, investment, and insurance industry knowledge, and this book provides it all in a concise manner."
—Steven M. Loeb, JD, LLM
Partner, Cleary Gottlieb Steen & Hamilton
"This book does an excellent job of demystifying PPLI. True professionals are attempting full disclosure and transparency in an area that begs for it. For families and their advisers who need to fully understand PPLI, this book is a winner."
—Thomas R. Livergood
CEO, The Family Wealth Alliance
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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 you're superaffluent yourself, you MUST have this book. Conventional cash value life insurance grows income tax free, but is hindered by high sales commissions, loading and maintenance fees, and is somewhat restricted in the types of investments it may choose. PPLI can invest in a wide range of high-performing funds, including hedge funds, and best of all loading and maintenance fees are very low: usually 1-2% loading and 100 basis points (1%) or less annual maintenance fees. And it grows income tax free! A good estate planner can also usually place the policy outside one's taxable estate i.e. no estate taxes.
Insurance salesmen make much less money from a PPLI policy than they do from selling standard VUL policies, so do not be surprised if they don't know about PPLI, pretend they don't know about it when they do, or badmouth it. PPLI is thus often handled by high-end attorneys or other professionals who cater to the wealthy.
And might I recommend a great companion to this book: Asset Protection in Financially Unsafe Times by Dr. Arnold Goldstein and W. Ryan Fowler. Tons of depth, case law analysis, and cutting edge asset protection and estate planning strategies.
If you also want a book that is a quick read on this subject to give to prospects, consider my book, America's Best Tax Strategies. It is available right here at Amazon.