Private Placement

Life Insurance


  • Open and customizable investment platform
  • Improve after tax IRR’s
  • Tax-efficient compounding growth
  • Tax-efficient distributions
  • Elimination of  K1’s
  • Asset protection
  • Institutionally priced insurance contract
  • Estate Tax Liquidity
  • Low cost permanent Death Benefit

Tippett Moorhead & Haden works alongside RIAs, wealth advisors, CPAs and estate attorneys in the design, implementation, and management of permanent life insurance.


Does your firm lack in-house experience on Private Placement Life Insurance (PPLI)? Tippett Moorhead Haden (TMH) is a leader in acquiring and administering PPLI solutions, partnering with RIAs, wealth advisors, CPAs, and estate attorneys.

TMH bridges the PPLI gap for your clients. We offer comprehensive support in designing, acquiring, and managing PPLI policies, including:

  • Open Architecture Investment Flexibility: Clients retain control over investment strategies within their PPLI policy
  • Tax-Advantaged Growth: Investments inside the PPLI grow tax-free, maximizing long-term returns
  • Estate Planning Benefits: PPLI offers valuable tools for wealth transfer and minimizing estate tax burdens
  • Asset Protection: PPLI assets may benefit from additional layers of protection against creditors


TMH seamlessly integrates with your existing workflows. Our team handles the complexities of setting up Separately Managed Accounts (SMAs), Insurance Dedicated Funds (IDFs), and LLCs for your clients' PPLI policies. Wealth advisors retain full control over investment management, ensuring continuity for your clients.


Partner with TMH to unlock the potential of PPLI for your high-net-worth clients. Contact us today to discuss how we can help you design, implement, and manage customized PPLI solutions.

Private Placement Life Insurance is an unregistered securities product and is not subject to the same regulatory requirements as registered variable products. As such, Private Placement Life Insurance (or Annuities) should only be presented to accredited investors or qualified purchasers as described by the Securities Act of 1933.


Copyright © 2024 Tippett Moorhead & Haden, an Alera Group Agency. All Rights Reserved.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Tippett Moorhead & Haden, an Alera Group Agency, LLC is independently owned and operated. Tippett Moorhead & Haden, an Alera Group Agency, LLC is a member of M Financial Group. Please go to for further details regarding this relationship.

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Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

Insurance License: CA (#0H91232)


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