The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance
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Other Available Formats: Hardcover
—Michael G. Tannenbaum, Esq.
Partner, Tannenbaum Helpern Syracuse & Hirschtritt LLP
President, Hedge Fund Association
"Well conceived, well researched and well written. If you want to understand the benefits and risks of private placement life insurance, this is the place to start."
—Glenn S. Daily, CFP, CLU, ChFC
Fee-only insurance consultant, New York, NY
"A unique and comprehensive guide to a complex subject."
Chairman, Metropolitan Circle of Private Investment, New York
"The PPLI Solution is a comprehensive multidisciplinary look at the emerging world of private placement life insurance. It is a must-read for anyone considering or advising on the purchase of one of these policies. Understanding private placement life insurance as a wealth management tool requires legal, investment, and insurance industry knowledge, and this book provides it all in a concise manner."
—Steven M. Loeb, JD, LLM
Partner, Cleary Gottlieb Steen & Hamilton
"This book does an excellent job of demystifying PPLI. True professionals are attempting full disclosure and transparency in an area that begs for it. For families and their advisers who need to fully understand PPLI, this book is a winner."
—Thomas R. Livergood
CEO, The Family Wealth Alliance