The PPLI Solution / Bloomberg Professional (PDF)

Private placement life insurance (PPLI) was once the exclusive
domain of wealthy investors willing to tackle the logistical
challenges of the offshore insurance market. The investment
portfolio, tax, and estate-planning applications, and ongoing
investment potential of these policies made the effort worthwhile.
In recent years, though, a number of U.S.-based insurance companies
have developed similar policies that meet all U.S. insurance,
investment, and tax regulations.

PPLI is becoming a fundamental component of effective tax,
trust, and estate planning, but few sources have been available to
detail the best practices--until now. The PPLI Solution
can serve as a resource for effective execution. Written by leading
practitioners, the book will position advisers to capitalize as
PPLI expands further into the high-net-worth market and becomes
available to individuals with an investable net worth as low as $1
million.

Few investors--whatever their net worth--will want to
venture into the PPLI market without guidance. The PPLI
Solution addresses the needs of investment managers,
consultants, attorneys, and accountants who want to achieve the
broad understanding of PPLI's applications required of those
providing advice. It can serve as an authoritative source for
anyone--including investors--seeking to know more about
PPLI's nearly perfect tax efficiency, solid creditor
protection, and powerful means of creating wealth.