PPLI - Private Placement Life Insurance - Option 2

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Life insurance comes with a number of important tax benefits, which can be major considerations for those in the highest tax brackets. But standard life insurance policies don't contain the hedge funds, funds of funds and other alternative investments that these investors require for their own diversification and investment needs.

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That's where privately placed life insurance comes in: wealthy families, family foundations, trusts, corporations and banks are allowed to hold such assets while reducing tax drag.

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The idea is to combine the financial advantages of highly taxed hedge funds and similar investments with the tax advantages of life insurance.

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Don’t Capitalize the Obligation - Collateralize it! 

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