Advanced Markets 2025 On Demand: Navigating PPLI: Is It the Right Fit for Your Clients in 2025?

In today’s evolving economic landscape, Private Placement Life Insurance (PPLI) offers unique opportunities for clients to address tax efficiency, wealth preservation, and legacy planning. But how do you determine if it’s the right solution for your specific client? This session will provide a deep dive into evaluating client suitability for PPLI, exploring key considerations such as tax implications, investment flexibility, and estate planning benefits. Gain practical insights and decision-making frameworks to help you confidently recommend PPLI in a way that aligns with your clients' financial goals and values.

By the end of this session learners will be able to:

• Understand the core features and strategic benefits of Private Placement Life Insurance (PPLI) for tax efficiency, wealth preservation, and legacy planning.

• Evaluate client suitability for PPLI by analyzing key factors such as net worth, investment objectives, risk tolerance, and estate planning goals.

• Assess the tax implications and investment flexibility that differentiate PPLI from traditional insurance and investment products.

• Apply a decision-making framework to determine when PPLI is an appropriate recommendation based on a client’s comprehensive financial profile.

• Confidently communicate the value of PPLI to clients and stakeholders in alignment with their long-term financial values and objectives.