Make Your Voice Heard on Capitol Hill
Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for affluent families. There has been tremendous growth in the number of families adopting PPLI.
This May 28th webcast is an opportunity to easily understand PPLI and its applications.
In this special webcast led by Winged Keel Group, a Family Enterprise USA sponsor, presenters will provide a simplified overview of PPLI, detailing how it works and why it’s an attractive option for many families.
MEET OUR WINGED KEEL GROUP SPEAKERS
The conversation will explore real case studies where PPLI helped clients achieve specific goals, including enhancing after-tax investment returns. Whether you’re new to PPLI or refining your knowledge, you’ll come away with clarity on:
- Investment options including insurance-dedicated funds (IDFs) and separately managed accounts (SMAs)
- The role life insurance plays in PPLI
- How PPLI integrates with your broader planning
- Best practices to ensure the PPLI policy will qualify and achieve the intended purpose
Webcast attendees will benefit from the experience and insights of the leading firm in the PPLI space, deepen their understanding of the opportunities offered by PPLI, and elevate their ability to determine if PPLI warrants further exploration.
Discover why more sophisticated families are turning to PPLI - and whether this strategy belongs in your planning toolkit.
About Winged Keel Group
Dating back to 1851, the America’s Cup is the oldest continuous competition in sport. The 1983 race marked the first time that the challenger had won the Cup since the contest began. The challenger’s key to victory was the development of a “winged keel.” This structural development increased the challenging yacht’s stability, enabling it to move more smoothly and quickly through the water.
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The need for fact-based reporting of issues important to family owned businesses and protecting a lifetime of savings has never been greater. Now more than ever, successful families and family owned businesses are under fire. That's why Family Enterprise USA is passionately working to increase the awareness of issues important to family owned businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates, possible elimination of valuation discounts, increase in capital gains tax, enactment of a wealth tax, and the continued burden of the gift tax, estate tax and generation skipping tax.
Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC. Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.
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