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Kirk Loury The PPLI Solution (Hardback) Bloomberg Financial
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- 97.7% positive feedback
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eBay item number:315087973918
Item specifics
- Condition
- Book Title
- PPLI Solution : Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance
- Publication Name
- The PPLI Solution
- Title
- The PPLI Solution
- Subtitle
- Delivering Wealth Accumulation, Tax Efficiency, and Asset Protect
- Contributor
- Kirk Loury (Edited by)
- Format
- Hardcover
- EAN
- 9781576601730
- ISBN
- 9781576601730
- Publisher
- Wiley & Sons, Incorporated, John
- Genre
- Business & Economics
- Release Date
- 01/02/2005
- Release Year
- 2005
- Language
- English
- Country/Region of Manufacture
- US
- Item Height
- 1.2in
- Item Length
- 9.6in
- Item Width
- 6.6in
- Item Weight
- 26.9 Oz
- Series
- Bloomberg Financial
- Publication Year
- 2005
- Topic
- Industrial Management, Investments & Securities / General
- Number of Pages
- 368 Pages
About this product
Product Information
Private placement life insurance (PPLI) was once the exclusive domain of wealthy investors willing to tackle the logistical challenges of the offshore insurance market. The investment portfolio, tax, and estate-planning applications, and ongoing investment potential of these policies made the effort worthwhile. In recent years, though, a number of U.S.-based insurance companies have developed similar policies that meet all U.S. insurance, investment, and tax regulations. PPLI is becoming a fundamental component of effective tax, trust, and estate planning, but few sources have been available to detail the best practices--until now. The PPLI Solution can serve as a resource for effective execution. Written by leading practitioners, the book will position advisers to capitalize as PPLI expands further into the high-net-worth market and becomes available to individuals with an investable net worth as low as $1 million. Few investors--whatever their net worth--will want to venture into the PPLI market without guidance. The PPLI Solution addresses the needs of investment managers, consultants, attorneys, and accountants who want to achieve the broad understanding of PPLI's applications required of those providing advice. It can serve as an authoritative source for anyone--including investors--seeking to know more about PPLI's nearly perfect tax efficiency, solid creditor protection, and powerful means of creating wealth.
Product Identifiers
Publisher
Wiley & Sons, Incorporated, John
ISBN-10
1576601730
ISBN-13
9781576601730
eBay Product ID (ePID)
30779737
Product Key Features
Book Title
PPLI Solution : Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance
Format
Hardcover
Language
English
Topic
Industrial Management, Investments & Securities / General
Publication Year
2005
Genre
Business & Economics
Number of Pages
368 Pages
Dimensions
Item Length
9.6in
Item Height
1.2in
Item Width
6.6in
Item Weight
26.9 Oz
Additional Product Features
Series Volume Number
3
Lc Classification Number
Hg8850.5.P657 2005
Reviews
" A timely and well-written volume, especially for the 'hedge fund age' that now dominates the current investment climate. It is difficult if not impossible to take advantage of these new opportunities without proper guidance, and Van's and Hayden's chapter about incorporating hedge funds into private placement life insurance is a primer for those attracted to the subject. The due-diligence guide contains practical insights and a 'what to watch for' section that can serve to avoid costly mistakes." ? Michael G. Tannenbaum, Esq. Partner, Tannenbaum Helpern Syracuse & Hirschtritt LLP President, Hedge Fund Association " Well conceived, well researched and well written. If you want to understand the benefits and risks of private placement life insurance, this is the place to start." ? Glenn S. Daily, CFP, CLU, ChFC Fee-only insurance consultant, New York, NY "A unique and comprehensive guide to a complex subject." ? Preston Tsao Chairman, Metropolitan Circle of Private Investment, New York " The PPLI Solution is a comprehensive multidisciplinary look at the emerging world of private placement life insurance. It is a must-read for anyone considering or advising on the purchase of one of these policies. Understanding private placement life insurance as a wealth management tool requires legal, investment, and insurance industry knowledge, and this book provides it all in a concise manner ." ? Steven M. Loeb, JD, LLM Partner, Cleary Gottlieb Steen & Hamilton "This book does an excellent job of demystifying PPLI. True professionals are attempting full disclosure and transparency in an area that begs for it. For families and their advisers who need to fully understand PPLI, this book is a winner." ? Thomas R. Livergood CEO, The Family Wealth Alliance
Table of Content
Preface. About the Contributors. Part One: The Multipurpose Policy. 1 An Introduction to PPLI ( John B. Lawson ). 2 Risk Management: Redefining Safe Harbors ( Jeremiah Riddle ). 3 Tax Management: Building Wealth, Reducing Taxes ( Jeffrey S. Bortnick ). 4 Asset Protection: Riches Out of Reach ( Gideon Rothschild and Daniel S. Rubin ). 5 Estate Planning: When Insurance Tames Taxes ( Mike Chong ). 6 Trust Administration: The Domestic Advantage ( Al W. King III and Pierce H. McDowell III ). 7 Executive Benefits: The Plan That Pays Its Way ( Leslie N. Brockhurst ). Part Two: A Vital Investment Vehicle. 8 Toward a More Powerful Portfolio ( Kirk Loury ). 9 Who's Afraid of Hedge Funds? ( George Van and Daniel T. Hayden ). 10 In Search of Skilled Investment Managers ( Ronald J. Surz ). Part Three: Under the Hood--The Essentials on PPLI. 11 Policy Structure: The Good, the Bad, the Ugly ( Paul F. Berlin ). 12 Getting It Right: A Regulatory Overview ( Maureen Nelson ). 13 Investment Due Diligence: Beyond the Questionnaire ( Keven de la Cruz ). 14 Creating and Administering an Insurance-Dedicated Fund ( Brent Kinetz ). 15 Underwriting the Policy ( Mike Chong and Anne Melissa Dowling ). 16 Understanding and Comparing Costs ( Susan Bruno ). 17 Jurisdiction: Home or Away? ( Peter M. Williams ). Part Four: Setting Up Shop. 18 Making a Place in Private Banking ( Richard Brindisi ). 19 The Family Office: A Perfect Fit ( Kirk Loury and Mark Watson ). Continuing Education Exam. Index.
Copyright Date
2005
Lccn
2004-023756
Dewey Decimal
368.32/5
Intended Audience
Trade
Series
Bloomberg Financial Ser.
Dewey Edition
22
Illustrated
Yes
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