financial planning

Using Customized PPLI as a Utility Knife for Private Equity, Real Estate, Crypto Currency, and Estate Planning Outcomes

$25.00

In this comprehensive session, Brad will cover the foundational aspects of private placement life insurance and will introduce the distinguishing benefits of curated policies that have been used by the ultra-affluent over the last 25 years.  We will also discuss the utility of using PPLI in a wide range of strategic planning opportunities, including:

  • Presale or monetization planning for private equity, closely held businesses, real estate (including low and negative basis properties).
  • Post-sale planning in combination with a balloon (or shark fin) CLAT.
  • Highly appreciated securities sale.
  • Large estate tax challenges that are otherwise intractable with traditional planning techniques.
  • Building “white label” life and annuity products for individual RIA’s with customized investing on a client-by-client basis.
  • Restructuring life insurance portfolios with $25 million or more of permanent death benefit – typically doubling coverage without additional cost.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Bradley Barros

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Description

In this comprehensive session, Brad will cover the foundational aspects of private placement life insurance and will introduce the distinguishing benefits of curated policies that have been used by the ultra-affluent over the last 25 years.  We will also discuss the utility of using PPLI in a wide range of strategic planning opportunities, including:

  • Presale or monetization planning for private equity, closely held businesses, real estate (including low and negative basis properties).
  • Post-sale planning in combination with a balloon (or shark fin) CLAT.
  • Highly appreciated securities sale.
  • Large estate tax challenges that are otherwise intractable with traditional planning techniques.
  • Building “white label” life and annuity products for individual RIA’s with customized investing on a client-by-client basis.
  • Restructuring life insurance portfolios with $25 million or more of permanent death benefit – typically doubling coverage without additional cost.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Bradley Barros

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