PPLI and Cryptocurrency-Together A Winner

Expanded Worldwide Planning (EWP) Embraces Change Updated Properly structured Private Placement Life Insurance (PPLI) gives the assets inside the policy tax deferred growth for the life of the policy.  When Continue Reading →

Chinese + Investor Control + PPLI = Success

Part II: EWP Chinese Case Study Expanded Worldwide Planning (EWP) with the right fact pattern can deliver a Private Placement Life Insurance Policy (PPLI) which gives clients the control they Continue Reading →

PPLI for Wealthy Chinese Families

Works for Assets in Both East and West Wealthy Chinese are not different from wealthy citizens in other parts of the globe in that they all seek to maximize tax Continue Reading →

PPLI Protects U.S. Situs Assets

Estate Tax Planning for Non-U.S. Persons Winston Churchill’s quote is apt for many who plan for wealthy international clients. Perhaps you have had this happen to you?  You receive a Continue Reading →

PPLI: Life Insurance Defined

#PPLI OVERVIEW Life Insurance for International Clients (Updated) Private Placement Life Insurance (PPLI) has a clear advantage in structuring for international clients. In most countries life insurance is defined in Continue Reading →

Non-953(d) PPLI with U.S. Persons

Expanded Worldwide Planning (EWP) in Action If a U.S. person is beneficiary of a Private Placement Life Insurance (PPLI) policy, is it still possible to use a non-953(d) policy and Continue Reading →