Learn more about private placement life insurance and the type of customer it benefits most. Private placement life insurance is a form of cash value life insurance that is typically reserved for the ...

Private placement life insurance can reduce the hardship they create for heirs. Although the Senate Finance has recently scrutinized PPLI policies—meaning that one must take the risk-reward calculus ...

New legislation from Sen. Ron Wyden, D-Ore., would reclassify and tax life insurance primarily used by the ultra-wealthy. Wyden, chairman of the Senate Finance Committee for another two weeks, has ...

Most investors build their portfolios to achieve two goals: growth and protection. Though life insurance falls on the protection side of the ledger, it can also be used as an effective growth tool.

The chairman of the U.S. Senate’s Finance Committee is pushing legislation that would impose new tax reporting requirements on the private placement life insurance market, which he says is abused by ...

Senate Finance Committee Democrats released a report Wednesday casting a skeptical eye on the private placement life insurance industry, claiming it functions as a tax shelter holding at least $40 ...

PPLI is not your grandfather's insurance policy ..... unless he was very, very wealthy. Often feeling like the lone voice in the wilderness, I have written about abuses involving so-called Private ...

Issue: If the most efficient way to set up a private placement variable universal life insurance is through a non-modified endowment contract, or a modified endowment contract. Chart Shows: Either is ...