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Understanding Private Placement Life Insurance

PPLI is a specialized life insurance product for the affluent that combines tax benefits with flexible investment opportunities. For the right person, at the time, administered the right way, it can be a powerful tool to create and protect wealth. Is it right for you?

Download our 10-page whitepaper below to find out more about the pros, cons, and use cases for this investment vehicle, or book a call with our team of PPLI experts to learn more.

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DISCLAIMERS

The Integrated Family Office provides investment advisory, family office, and other services to individuals, families, and institutional clients. This communication is for informational purposes only. The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy. Any views and opinions are subject to change at any time. This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so. Certain services, including but not limited to custodial services (bill paying, trustee services, etc.) legal advice, and tax services are provided by third party service providers. The Integrated Family Office does not provide custodial services, tax advice, legal advice or trustee services.

The information on this webpage is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Check the background of your financial professional on FINRA's BrokerCheck.

Investment advice offered through Integrated Partners, doing business as Konvergent Wealth Partners, a registered investment advisor. Click on the links for a copy of the Firm ADV and Client Relationship Summary.