The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance
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Other Available Formats: Hardcover
About the Contributors.
Part One: The Multipurpose Policy.
1 An Introduction to PPLI (John B. Lawson).
2 Risk Management: Redefining Safe Harbors (Jeremiah Riddle).
3 Tax Management: Building Wealth, Reducing Taxes (Jeffrey S. Bortnick).
4 Asset Protection: Riches Out of Reach (Gideon Rothschild and Daniel S. Rubin).
5 Estate Planning: When Insurance Tames Taxes (Mike Chong).
6 Trust Administration: The Domestic Advantage (Al W. King III and Pierce H. McDowell III).
7 Executive Benefits: The Plan That Pays Its Way (Leslie N. Brockhurst).
Part Two: A Vital Investment Vehicle.
8 Toward a More Powerful Portfolio (Kirk Loury).
9 Who’s Afraid of Hedge Funds? (George Van and Daniel T. Hayden).
10 In Search of Skilled Investment Managers (Ronald J. Surz).
Part Three: Under the Hood—The Essentials on PPLI.
11 Policy Structure: The Good, the Bad, the Ugly (Paul F. Berlin).
12 Getting It Right: A Regulatory Overview (Maureen Nelson).
13 Investment Due Diligence: Beyond the Questionnaire (Keven de la Cruz).
14 Creating and Administering an Insurance-Dedicated Fund (Brent Kinetz).
15 Underwriting the Policy (Mike Chong and Anne Melissa Dowling).
16 Understanding and Comparing Costs (Susan Bruno).
17 Jurisdiction: Home or Away? (Peter M. Williams).
Part Four: Setting Up Shop.
18 Making a Place in Private Banking (Richard Brindisi).
19 The Family Office: A Perfect Fit (Kirk Loury and Mark Watson).
Continuing Education Exam.