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  2. The Senate is targeting life-insurance policies that allow ...

    www.aol.com/senate-targeting-life-insurance...

    Private-placement life insurance is perfectly legal — unless a new bill passes. ... The cash value of the PPLI policy assets is held in a separate account, and this cash can be disbursed to the ...

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

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

    Private placement life insurance (PPLI) is a specialized product that combines the benefits of life insurance with investment opportunities typically not available in traditional policies. This ...

  4. 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 ...

  5. Life insurance tax shelter - Wikipedia

    en.wikipedia.org/wiki/Life_insurance_tax_shelter

    Since most other forms of income are taxable (such as capital gains, dividends and interest income), consumers are often advised to purchase life insurance policies to either offset future tax liabilities, or to shelter the growth of their investments from taxation. This insurance product is also known as Private placement life insurance.

  6. What is cash value life insurance? - AOL

    www.aol.com/finance/cash-value-life-insurance...

    Cash value life insurance is permanent life insurance with a cash accumulation component. As long as premiums are paid, these policies are designed to last your entire life (typically up to a ...

  7. Cash value - Wikipedia

    en.wikipedia.org/wiki/Cash_value

    The determination of the cash value, both the base amount and the applicable surrender charge, in the contract can be explicit by determining the value for each surrender date (guaranteed cash values), by referring to the value of specific investments or subject to the discretion of the insurance company, which is often executed to bring cash values in line with values of the investments of ...

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