A.M. Best Company, Inc. Historically, Philadelphia Financial has focused on ultra-high net worth individual clients in its private placement product line. With the acquisition of Hartford Life Private ...

Private Placement Life Insurance is a key aspect of a plan that transforms taxable wealth into a disciplined, enduring ...

Private placement life insurance (PPLI) is a unique policy that combines the benefits of institutionally priced life insurance with flexible investment opportunities. In certain circumstances, ...

Private placement life insurance (PPLI) is a sophisticated financial instrument designed for wealthy families who seek to combine life insurance with investment opportunities. PPLI provides tax ...

Private placement life insurance can reduce the hardship they create for heirs. Although the Senate Finance has recently scrutinized PPLI policies—meaning that one must take the risk-reward calculus ...

Advisors are always seeking creative and innovative solutions to help their clients meet evolving needs and long-term goals. With more creative strategies, though, come more complex planning ...

Private placement securities continue to offer insurers attractive opportunities to enhance portfolio income, according to a recent Conning report. Conning’s latest Viewpoint commentary, “Private ...

Issue: If the most efficient way to set up a private placement variable universal life insurance is through a non-modified endowment contract, or a modified endowment contract. Chart Shows: Either is ...

Senate Finance Committee Democrats released a report Wednesday casting a skeptical eye on the private placement life insurance industry, claiming it functions as a tax shelter holding at least $40 ...

Market volatility and heightened tax uncertainty have caused increased interest in private placement life insurance (PPLI) in recent years. However, those same factors have led to increased scrutiny ...

Private placement life insurance (PPLI) seems to be all the rage these days in wealth planning conversations. 1 As estate-planning advisors, we’re regularly called on to advise on both life insurance ...