WHY PPLI
- 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.
UNLOCKING THE POWER OF PRIVATE PLACEMENT LIFE INSURANCE FOR YOUR CLIENTS
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
STREAMLINED INTEGRATION FOR MULTI-FAMILY OFFICES (MFOs):
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.
EMPOWER YOUR CLIENTS WITH PPLI:
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.
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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 mfin.com/DisclosureStatement for further details regarding this relationship.
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Insurance License: CA (#0H91232)
6578618.1