Advanced Markets 2025 On Demand: Maximizing PPLI: Advanced Strategies for Wealth Transfer and Planning

For advisors deeply experienced in Private Placement Life Insurance (PPLI), this session focuses on advanced techniques to amplify the impact of PPLI by integrating it with other sophisticated planning strategies. Explore how to combine PPLI with various types of trusts (SLATs, Dynasty Trusts, etc.), intra-family loans, and Split Dollar Structures to optimize the income and estate tax planning utility. This session will provide actionable insights on structuring these strategies to address the complex planning needs of your clients.

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

• Identify advanced estate and income tax planning strategies that can be integrated with Private Placement Life Insurance (PPLI).

• Explain how to structure and utilize various trusts (e.g., SLATs, Dynasty Trusts) in coordination with PPLI.

• Evaluate the use of intra-family loans and Split Dollar Structures to enhance planning efficiency and client outcomes.\

• Apply integrated techniques to address complex planning needs of high-net-worth and ultra-high-net-worth clients.