Tax Efficiency Through Private Placement Life Insurance (PPLI)

In this episode of Peachtree's Point of View podcast, host Greg Friedman chats with Michael Parise, attorney and CCO of Copper Beach Financial Group, about tax-efficient investment strategies for high-net-worth individuals. They dive deep into Private Placement Life Insurance (PPLI) as a tax-advantaged vehicle for investments like private credit and hedge funds, explaining how this structure can significantly enhance after-tax returns through tax-free growth and withdrawals.

Key Topics:

• Tax efficiency strategies for high-net-worth investors
• How PPLI works as a tax-advantaged investment wrapper
• Benefits of PPLI compared to traditional investment approaches
• Minimum investment requirements and cost considerations
• Rules and limitations investors should understand about PPLI

Visit us online to hear more → www.peachtreegroup.com/podcast

 

 

Disclaimer:

This material is being provided for informational or educational purposes only, and does not take into account the investment objectives or financial situation of any client or prospective client. The information is not intended as investment advice, and is not a recommendation to buy, sell, or invest in any particular investment or market segment.  Those seeking information regarding their particular investment needs should contact a financial professional.  Copper Beech Financial Group, our employees, or our clients, may or may not be invested in any individual securities or market segments discussed in this material.  The opinions expressed were current as of the date of posting but are subject to change without notice due to market, political, or economic conditions. All investments involve risk, including loss of principal.  Past performance is not a guarantee of future results.

 

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.  Additional advisory services offered through Copper Beech Financial Group, LLC, and SEC registered investment adviser.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.