Who Is Private Placement Life Insurance For?
Although PPLI is an exciting investment vehicle it is not suited for everyone. Individuals who meet the following criteria are great candidates for this type of life insurance. However, each circumstance is unique so get in touch with us today to see if you can benefit from the lower fees, tax-free growth of capital, and flexibility of PPLI.
- Investable assets greater than $5 million
- In good health for your age
If you do not have more than $5 million of investable assets, a private annuity may work for you. Private annuities provide investors with much of the benefits of PPLI without the higher asset minimum.