Private Placement Life Insurance: Is This An Option For Your Clients To Consider As They Plan For Their Business Exit?


Private Placement Life Insurance: Is This An Option For Your Clients To Consider As They Plan For Their Business Exit?

Once you decide to sell your family-owned business …. You need to be reviewing tax mitigation strategies on the dollars that you will be investing. Private placement life insurance (PPLI) is one strategy that your clients should consider. PPLI has the same tax advantages as traditional life insurance. Long term value is created by eliminating income and capital gains as much as possible and PPLI does just that.

The focus of PPLI is to eliminate the tax drag on the dollars that your clients are investing.

Learning Objectives:

  • Identify what PPLI is and isn’t
  • Identify the tax benefits of using PPLI
  • Look at the long term benefits of eliminating the tax drag
  • Decide what investments are best utilized inside the PPLI


About the Presenters:

Learn from industry experts Robert C. Kulle Jr., President of Heritage Capital Strategies, and Heath Goldman, President / CEO ICON Wealth & Legacy Partners, about private placement insurance.

Meet the Presenters


Thank you to our Sponsors:

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This meeting will be held at The Capital Group.

Address: 11100 Santa Monica Blvd., 16th Floor., Los Angeles, CA 90025


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

Robert C. Kulle Jr.

Robert C. Kulle Jr.

President of Heritage Capital Strategies (HCS)


Heath Goldman

Heath Goldman

President / CEO ICON Wealth & Legacy Partners


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® hour

One (1) MCLE credit


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at