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High-net-worth and ultra-high-net-worth individuals are often focused on protecting and growing their wealth while minimizing taxes. However, not all of their assets generate “tax-efficient” income.
This is where private placement life insurance (PPLI) can come into play.
In this episode, Derek Myron interviews Christopher Hyman, Director of Insurance Solutions at Centura Wealth Advisory. They explain how PPLI serves as a tax-efficient way to grow assets from taxes while offering high flexibility and low fees, as well as providing death benefit protection.
Derek and Chris discuss:
- How PPLI works and who it is best suited for
- PPLI’s major tax advantages for high-net-worth individuals (net worth above $10 million)
- Potential risks in PPLI that investors should know about
- How PPLI can be highly personalized to meet client-specific needs
- And more
Related: Private Equity Investment Opportunities in India with Manu Rikhye