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
Insurance Company-Owned Life Insurance
When it comes to investments that help improve earnings and optimize risk-adjusted returns, the options are few. ICOLI enhances investment results and financial viability while achieving favorable risk-based capital treatment, tax efficiencies, and portfolio diversification.
Maximize Alternative Investment Returns with Private Placement Life Insurance (PPLI) and Annuities
For high-net-worth individuals pursuing alternative investment strategies, Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA) offer powerful tools to enhance returns and preserve wealth.
Unlock Key Advantages for Alternative Investments:
- Tax-Efficient Growth in Alternatives: PPLI and PPVA allow alternative investments, which often generate significant taxable events, to grow tax-deferred or tax-free. This can dramatically increase long-term returns, particularly for strategies like private equity, hedge funds, and real estate.
- Enhanced Control and Flexibility: Maintain control over your alternative investment allocations within the PPLI or PPVA structure. Utilize open architecture platforms to access a wide range of investment options, including Separately Managed Accounts (SMAs) and Insurance Dedicated Funds (IDFs), tailored to your specific alternative investment strategy.
- Strategic Estate Planning for Alternative Assets: PPLI and PPVA provide effective mechanisms for transferring alternative investments to future generations with potential estate tax advantages, ensuring your legacy is preserved.
- Potential Asset Protection: PPLI and PPVA can offer an additional layer of protection for your alternative investments against creditors, safeguarding your wealth.
Streamlined Solutions for Complex Alternative Investment Strategies:
Tippett Moorhead Haden (TMH) specializes in navigating the complexities of PPLI and PPVA for individuals investing in alternatives. We provide comprehensive support, including:
- Expert guidance in designing and implementing customized PPLI and PPVA solutions tailored to your unique alternative investment portfolio.
- Seamless integration with your existing wealth management team, ensuring continuity and control.
- Management of the intricacies of setting up SMAs, IDFs, and LLCs within the PPLI or PPVA structure.
Empower your alternative investment strategy with the tax-advantaged growth, control, and estate planning benefits of PPLI and PPVA.
Contact TMH today to explore how we can help you maximize your returns.
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