Leverage a Tax-Aware Investment Strategy in Your Long-Term Planning

In the latest episode of Advance Your Wealth, we explore how tax-aware investment strategies can enhance your long-term wealth planning. While we've previously covered preparing for a business exit and transitioning wealth to heirs and charitable causes, today’s focus is on Private Placement Life Insurance (PPLI)—a powerful tool long utilized by billionaire families and Single Family Offices to mitigate taxes on investment portfolios.

The exciting news? Thanks to advancements in technology and expert guidance, PPLI is now more accessible than ever. Join Homer as he breaks down how this strategy works and how it could be a valuable addition to your financial plan.

Chapters:

0:00 - Introduction

1:49 - What is Private Placement Life Insurance?

6:55 - The industry issues surrounding life insurance

12:22 - The disadvantages of PPLI

19:54 - How to get in touch with Homer's team

22:18 - Closing remarks