Understanding how Private Placement Life Insurance (PPLI) Wealth Transfer Strategies for the RIGHT Client
Guest Expert: Bob Chesner, CPA, Ripp Grossman & Fitte
Date:
Webinar Replay Description
This program explored how Private Placement Life Insurance (PPLI) empowered high-net-worth clients to achieve tax-free investment growth, retirement income, and wealth transfer. Led by Bob Chesner, CPA, the session examined the mechanics, benefits, and estate planning applications of PPLI through real-life comparisons and strategic planning insights.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
As opposed to classical cash value life insurance with high fees and low returns, the PPLI seems to allow high net worth clients the "managed account" experience of a diversified portfolio with major tax benefits.
- Aaron S.
Basics around PPLIs and benefits for tax and potential estate tax avoidance
- Kevin H.
Reinforced what I have long believed about maximizing the premiums (contributions) with limiting the death benefit.
- Paul K.
As opposed to classical cash value life insurance with high fees and low returns, the PPLI seems to allow high net worth clients the "managed account" experience of a diversified portfolio with major tax benefits.
- Aaron S.
Basics around PPLIs and benefits for tax and potential estate tax avoidance
- Kevin H.
Reinforced what I have long believed about maximizing the premiums (contributions) with limiting the death benefit.
- Paul K.
Understanding how Private Placement Life Insurance (PPLI) Wealth Transfer Strategies for the RIGHT Client 03-25-2025
Attendees Comments:
As opposed to classical cash value life insurance with high fees and low returns, the PPLI seems to allow high net worth clients the "managed account" experience of a diversified portfolio with major tax benefits.
- Aaron S.
Basics around PPLIs and benefits for tax and potential estate tax avoidance
- Kevin H.
Reinforced what I have long believed about maximizing the premiums (contributions) with limiting the death benefit.
- Paul K.