Established in US in ‘90’s. Designed for High and Ultra Net Worth Clients. Provides Compliant Tax Free Compounded Earnings inside Life Insurance Policy (tax inefficient assets) Investments Managed by IM of Client’s Choice (wide range of investments) Asset Protection. Open Architecture, Full Disclosure. No loads, efficient pricing. Domestic or International. Sticky Money. FOR INFORMATION ONLY AND NOT FOR PUBLIC USE.
Non-953(d) PPLI with U.S. Persons by Michael Malloy