Tax-efficiency for alternative investments

PPLI policies are highly customizable, and can be structured to allow for different types of investment strategies and asset classes that are generally not available in other forms of life insurance.


You’re Paying Taxes Today. The Rich Aren’t.

A recent study from academic and Internal Revenue Service (IRS) researchers found that wealthy Americans have stashed nearly $2 trillion in foreign tax havens, with much of that fortune linked to a handful of the country’s richest households.


How the wealthy borrow cheap cash to pay their taxes

But what's known as the "buy, borrow, die" strategy, a term coined by University of Southern California economist Edward McCaffery nearly three decades ago to describe how rich individuals avoid capital gains taxes on investment profits, is