Podcast Episodes

Understanding Wrap Fees vs COI in PPLI

Episode 1977

When evaluating the economics of a

Private Placement Life Insurance (PPLI) policy, two charges are frequently confused:

👉 Wrap Fees

and

👉 Cost of Insu…

4 months, 2 weeks ago

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IRS Investor Control Scrutiny in PPLI Structures

Episode 1976

One of the most important compliance risks in

Private Placement Life Insurance (PPLI) is the:

👉 Investor Control Doctrine

While PPLI can provide signif…

4 months, 2 weeks ago

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How PPLI Helps Manage Appreciated Assets

Episode 1975

One of the biggest challenges for successful entrepreneurs and investors is:

👉 What do you do with highly appreciated assets?

Selling them can trigger:…

4 months, 3 weeks ago

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Using PPLI to Reduce Net Investment Income Tax

Episode 1974

For high-income investors, one of the most significant hidden drags on investment performance is the:

👉 3.8% Net Investment Income Tax (NIIT)

Applied i…

4 months, 3 weeks ago

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PPLI as a Tax-Efficient Wrapper for Hedge Funds

Episode 1973

For Ultra-High-Net-Worth (UHNW) investors, hedge funds and alternative investments can generate exceptional returns—

but they also create one major pr…

4 months, 3 weeks ago

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PPLI as the Next Frontier in Tax-Advantaged Wealth Growth

Episode 1972

For many high-net-worth and ultra-high-net-worth investors, traditional tax-advantaged vehicles eventually hit their limits.

Once:

• Retirement account…

4 months, 3 weeks ago

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How COI Charges Impact PPLI Returns

Episode 1971

One of the most important—but least understood—factors affecting

Private Placement Life Insurance (PPLI) performance is:

👉 COI — Cost of Insurance cha…

4 months, 3 weeks ago

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Due Diligence Considerations Before Selecting a PPLI Carrier

Episode 1970

Choosing a

Private Placement Life Insurance (PPLI) carrier is not just about investment flexibility or tax efficiency.

At its core:

👉 You are selecting…

4 months, 3 weeks ago

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Using PPLI to Hold CFC Shares

Episode 1969

For internationally structured families and globally mobile investors,

one of the most challenging U.S. tax regimes involves:

👉 Controlled Foreign Cor…

4 months, 3 weeks ago

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Insolvency Risks in PPLI Structures

Episode 1968

One of the most overlooked risks in

Private Placement Life Insurance (PPLI) is not tax-related at all.

👉 It’s insurer solvency risk.

Because no matter …

4 months, 3 weeks ago

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