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.
- 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:
This meeting will be held at The Capital Group.
Address: 11100 Santa Monica Blvd., 16th Floor., Los Angeles, CA 90025