Tag Archives: PPLI

No Fool on the Hill! – Recent Trends in the Private Placement Life Insurance Industry

27 Feb
Mast for Private Placement Life Insurance

Recent events within the private placement life insurance industry have created renewed interest within this specialized segment in the life insurance industry. The industry has seen some consolidation over the last several years and recent events including the entrance of large investment management firms has made the product relevant once again. I would argue that […]

Tax-Advantaged Offshore Investment

28 Oct

How to: Minimize U.S. Tax Reporting Requirements (Legally!) If you are an American living overseas, the walls are closing in on you quickly. If your foreign bank hasn’t already closed your account, don’t hold your breath because it is probably coming quickly. A large number of excellent articles have covered the implementation of FATCA and […]

An American in Paris (or Shanghai or Tel Aviv) – Part 2

24 Oct

Using Tax-Advantaged Investment to Minimize U.S. Tax Reporting Requirements (Legally!) Overview If you are an American living overseas, the walls are closing in on you quickly. If your foreign bank hasn’t already closed your account, don’t hold your breath because it is probably coming quickly. A large number of excellent articles have covered the implementation […]

The Super Roth IRA

11 Oct

Overview of Part 1 The Roth IRA is the better-looking (and smarter!) cousin of the traditional IRA.  The Roth IRA came into existence in 1997 as part of the Taxpayer Relief Act. The provision was named for Senator William Roth of Delaware. Over the course of years since its adoption into law, much discussion has […]

Offshore Bank VS Insurance Company

14 Jun
offshore insurance company

Which institution (type) is safer for your assets during a crisis? Most people just don’t understand the difference between deposits with a bank and deposits with a life insurance company. Many believe that all financial institutions are generally structured in the same way and face the same business risks, however, this is not the case. […]

Invest Offshore via Private Placement Life Insurance (PPLI)

09 May
life-preserver

Benefits of Insurance Structures for Offshore Investment The advantages of private placement life insurance (PPLI) or variable unit-linked (VUL) life insurance are now well known and have become an integral part of wealth planning for offshore advisers. The main benefits are the following: Tax optimization and planning, Asset protection (ownership transfer of any premium) Investment […]

Tax Free Offshore Investment made Affordable

16 Dec

Financial advisers and investment bankers are rife with information on the latest investment investment ventures, market trends and financial analysis. With so many advisers and bankers dipping their hand into the proverbial pot, the right offshore investment choice for your assets can often be unclear. Suddenly, these questions pop into your head. Do I invest […]