Private Placement
Mitigate taxes in a high tax environment
Private Placement life insurance solutions have gained recent attention with the prospect of a more punitive income tax environment. High net worth investors are seeking ways to manage income tax liability and PPVL can be a powerful tool to offer tax-preferenced returns.
When you are working with high net worth individuals and family offices who may want to consider private placement life insurance (“PPLI”) or private placement annuities (“PPVA“) as a way to hold alternative investments in insurance dedicated funds, we can help. BSMG has key relationships with carriers who specialize in this business. Call us today for more information.
Mitigate taxes in a high tax environment
Private Placement life insurance solutions have gained recent attention with the prospect of a more punitive income tax environment. High net worth investors are seeking ways to manage income tax liability and PPVL can be a powerful tool to offer tax-preferenced returns.
When you are working with high net worth individuals and family offices who may want to consider private placement life insurance (“PPLI”) or private placement annuities (“PPVA“) as a way to hold alternative investments in insurance dedicated funds, we can help. BSMG has key relationships with carriers who specialize in this business. Call us today for more information.
ADVISOR MATERIALS
Private Placement Client Profile
1.
Net Worth of $20 Million or More
Or someone who controls a business that puts them in that category.
2.
Looking to Reduce Taxes on Investments with a Desire for a Long-Term Tax Diversification Strategy
3.
Limited Need to Access Funds During Life Time and a Longer Term Wealth Transfer Desire
4.
Interested in Alternative Investments and May Seek a Source of Supplemental Retirement Income
5.
Trusts in Excess of $5 Million
6.
