LIFE SOLUTIONS

INDEXED UNIVERSAL LIFE

LIFE SOLUTIONS

Universal life insurance policies have two components:
1) an insurance component, where the cost of insurance is deducted from your capital account every month.

2) a capital account where prepaid finance and interest charges accrue on a Tax-exempt basis to help you pay for future premiums.

Universal Life:

The increase in your capital account varies with interest fluctuations

Indexed Universal Life:

The increase in your capital account goes with the S&P or Some other stock market index

Variable Universal Life:

The increase in your capital account goes with several mutual Fund offerings offered by your underlying insurance carrier

Investment your way:


Private Placement-Variable Universal Life

You have a hand in helping your carrier to give you a wider choice of potential investments, with the option to pick Individual equity and debt offerings to suit your particular investment needs.

VARIABLE UNIVERSAL LIFE

LIFE SOLUTIONS

Universal life insurance policies have two components

1) an insurance component, Where the cost of insurance is deducted from your capital account every month;
2) a capital account where prepaid finance and interest charges accrue on a Tax-exempt basis to help you pay for future premiums.

Universal Life:

The increase in your capital account varies with interest fluctuations

Indexed Universal Life:

The increase in your capital account goes with the S&P or Some other stock market index

Variable Universal Life:

The increase in your capital account goes with several mutual Fund offerings offered by your underlying insurance carrier

Investment your way:


Private Placement-Variable Universal Life:

You have a hand in helping your carrier to give you a wider choice of potential investments, with the option to pick Individual equity and debt offerings to suit your particular investment needs.

PP-VUL INVESTMENT YOUR WAY

PRIVATE PLACEMENT LIFE INSURANCE

 

Private Placement Life Insurance (PPLI) enjoys favorable tax treatment as an asset that can be owned throughout its lifespan without incurring income taxes. The contract owner’s premium payments are held In a separate, segregated asset account. The contract owner selects among various investment Opportunities (“Insurance Dedicated Funds” or “IDF’s,”) offered by the insurance carrier on its Separate Account platform. The contract owner’s Separate Account value varies over time with Investment performance of the selected investments.

 

With cash in your variable universal life insurance account, you can select from a variety of investment Opportunities. Within that menu of selections, you can receive rents, intrets, and dividends into the variable account Without paying tax on the income.  You can sell one of the menu selections, replace it with other selections, without paying tax on the Gains. If the reduction in taxes from buying and selling selected assets in a variable trust exceeds the cost of insurance, there may be unique opportunities for you with a form of variable insurance that Affords you a greater degree of self-direction and autonomy.

PPVUL PLAYERS

Private placement life insurance has annual conventions. Last years published participant list:

  • Asian Pacific Community Fund

  • AXA Advisors

  • Credit Suisse

  • Holland & Knight

  • Katten Muchin Rosenman

  • PIMCO

  • Alaska Trust Company

  • BNY Mellon Asset Servicing

  • Goldman Sachs Asset Management

  • John Hancock

  • Och-Ziff Capital Management

  • Zurich Global Life North America

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