Podcast Episodes

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, 4 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, 4 weeks ago

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Tax Treatment of Loans vs Surrenders in PPLI

Episode 1967

One of the most important planning distinctions in

Private Placement Life Insurance (PPLI) is the difference between:

👉 Policy loans

and

👉 Partial sur…

5 months ago

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Choosing the Right Domicile for PPLI Structures

Episode 1966

In

Private Placement Life Insurance (PPLI) planning, one of the most strategic decisions is often made before the policy is even issued:

👉 Where shoul…

5 months ago

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Using PPLI for Multi-Generational Wealth Transfer

Episode 1965

For many Ultra-High-Net-Worth families, the real challenge is not simply growing wealth—

👉 It’s transferring wealth efficiently across generations.

Thi…

5 months ago

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Losing Accredited Status: What It Means for PPLI

Episode 1964

A common concern among

Private Placement Life Insurance (PPLI) policyholders is:

👉 “What happens if I stop qualifying as an accredited investor?”

The a…

5 months ago

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Premium Tax Variations in PPLI by Jurisdiction

Episode 1963

One of the most overlooked costs in

Private Placement Life Insurance (PPLI) is:

👉 Premium tax.

And depending on the jurisdiction, the difference can be…

5 months ago

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Liquidity Risks of Illiquid Assets in PPLI

Episode 1962

Private Placement Life Insurance (PPLI) is often praised for its tax efficiency and flexibility—but when illiquid assets are placed inside the struct…

5 months ago

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How PPLI Interacts with PFIC Taxation

Episode 1961

For U.S. taxpayers investing internationally, few tax regimes are more punitive than the:

Passive Foreign Investment Company rules (PFIC rules).

This i…

5 months ago

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Changing Investment Managers Under a PPLI Wrapper

Episode 1960

One of the major advantages of

Private Placement Life Insurance (PPLI) is flexibility.

Many investors ask:

👉 “Can I change investment managers without …

5 months, 1 week ago

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