The Ins And Outs Of Private Placement Insurance

ORANGE COUNTY CHAPTER EVENT

The Ins And Outs Of Private Placement Insurance


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) and private placement variable annuities (PPVA) are strategies to consider.  These are specialized insurance products that are not offered as an everyday retail product.  The internal costs are far less than that of a typical retail policy and the insurance wrapper eliminates or defers the tax drag on the investment funds.

Private Placement products provide the following benefits:

  • Simple, low-cost, transparent fee structure
  • No surrender charges
  • Income tax-free or income tax-deferred investment wrapper
  • Flexibility to invest in a broad range of asset classes

Learning Objectives:

  • Identify what a private placement insurance product is and isn’t
  • Identify the tax benefits of using private placement insurance products
  • Look at the long-term benefits of eliminating the tax drag
  • Decide what investments are best utilized inside your PPLI or PPVA

 

About the Presenter:

Learn from industry expert Trey Fairman, JD, LLM, Managing Director, Underwriting Srevices of America, Inc,

 

This event is free to attend! Thank you to our Sponsors:



This meeting will be held at Maggiano’s South Coast Plaza.

Address: 3333 Bristol Ave. Costa Mesa, CA 92626

EXIT PLANNING IS GOOD BUSINESS STRATEGY

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 www.EPIOrangeCounty.org.

About the Presenter


Trey Fairman, JD, LLM

Trey Fairman, JD, LLM

Managing Director, Underwriting Services of America, Inc.

Meet Trey Fairman.

With over twenty-five years of education and work experience in his area of expertise, Trey is uniquely qualified to understand and assist his clients with the challenges of today’s wealth-planning environment. He has earned a Bachelor of Science in Finance from the University of Delaware and his law degree (J.D.) from the University of San Diego. After passing the California bar exam, Trey returned to the University of San Diego to obtain his Master of Laws of Taxation (LL.M.) in 2001.

Trey focuses on partnering with major financial institutions, banks, independent advisor groups, and associations to provide wealth and insurance planning services to their clients and members. He additionally collaborates with many attorneys and accountants, assisting them with sophisticated strategies for high net worth families.

Trey began his financial services career as a Brokerage Representative for Connecticut Mutual Life in 1993. During his career, he has led successful teams at R.E. Lee, Highland Capital Brokerage and Millennium Brokerage Group. In his current role as Managing Director, he is responsible for the institutional division at Underwriting Services of America, Inc.


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® hour

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 JKoza@Exit-Planning-Institute.org.