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  2. Private placement life insurance - Wikipedia

    en.wikipedia.org/wiki/Private_placement_life...

    In essence you can buy a hedge fund inside an insurance policy and the value will grow tax-free and upon death the cash value of the policy passes to heirs tax-free. See also Private Placement Variable Annuities. By comparison, private placement life insurance is offered without a formal securities registration. The advantage with this approach ...

  3. When Does Private Placement Life Insurance Make Sense? - AOL

    www.aol.com/does-private-placement-life...

    The post What Are Private Placement Life Insurance Policies? appeared first on SmartReads by SmartAss. Private placement life insurance (PPLI) is a specialized product that combines the benefits ...

  4. Life insurance tax shelter - Wikipedia

    en.wikipedia.org/wiki/Life_insurance_tax_shelter

    In those jurisdictions where life insurance proceeds are only tax-free at death, tax liabilities that come due at death are often offset by a policy of the same size. Since the mathematics required to compare different strategies is quite complex, most consumers defer to an accountant or life insurance agent for advice. However, there is often ...

  5. The Guardian Life Insurance Company of America - Wikipedia

    en.wikipedia.org/wiki/The_Guardian_Life...

    The Guardian Life Insurance Company of America is one of the largest mutual life insurance companies in the world. Based in Manhattan , it has approximately 8,000 employees in the United States, and a network of over 3,000 financial representatives in more than 70 agencies nationwide.

  6. Private placement agent - Wikipedia

    en.wikipedia.org/wiki/Private_placement_agent

    A private placement agent or placement agent is a firm assisting fund managers in the alternative asset class (e.g., private equity, [1] infrastructure, real estate, hedge funds, and venture capital) and entrepreneurs/private companies (e.g., start-ups and growth capital companies) seeking to raise private financing through a so-called private placement.

  7. Independent insurance agent - Wikipedia

    en.wikipedia.org/wiki/Independent_Insurance_Agent

    Working with an insurance intermediary service allows the independent agent to review many quotes and offer their clients the best policy options available. For their efforts, independent agents are paid a commission (remuneration). [2] In addition to insurance policies, agents often sell mutual funds, annuities, and products that address ...

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