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The PPLI Library

Find English-language articles on private placement life insurance, including US tax conditions, policy costs, ownership, investment limits and cross-border questions. Start with the four guides below, browse a planning topic, or filter the article index by title and section. This directory helps you locate research; it does not establish that a policy suits you. Check each article's date, cited authority and assumptions, and confirm current rules before acting on a planning idea.
In the library
English articles101
Topic filters10
Newest publication22 September 2026
Site languages8
Counts and dates come from published English articles. Cached copies can lag. Site languages do not mean every article is available in every language.
U.S. planning questions

From research to questions for review

Review PPLI issuing entities, examine domestic policy structures, and inspect the assumptions behind PPLI cost comparisons. For US qualification, consult 26 USC 7702 and the applicable diversification rules. Read the Senate PPLI proposal analysis as a separate legislative topic. Confirm a bill's status and the operative law before treating a proposal as an effective rule.
By planning topic

Five PPLI topics, with conditions and limits

Article index

Published articles, one index

Ordered by publication date, newest first. Select a topic and type in the search box above; both filters apply together. These dates are publication dates, not confirmation that a legal rule or article has been rechecked. Standalone guides and calculators are linked elsewhere on the site.
AllPPLI InsightsTax EfficiencyInvestment FlexibilityEstate PlanningAsset ProtectionPrivacyJurisdictionsWealth PreservationNews and RegulatoryProvider Research
PPLI InsightsPPLI vs PPVA: Tax, Access and Estate PlanningSep 2026Provider & Carrier ResearchJ.P. Morgan PPLI and PPVA: What Buyers Can VerifySep 2026PPLI InsightsHow to Read a PPLI Policy IllustrationSep 2026PPLI InsightsPPLI Underwriting: Age, Health and InsurabilitySep 2026PPLI InsightsWine Collections and PPLI: US Tax, Control and CostsSep 2026News & Market IntelligenceChina Offshore Trust Tax Rules 2026: A PPLI Advisor GuideSep 2026News & Market IntelligenceAnnual PPLI Review: Costs, Tax and Governance ChecklistSep 2026PPLI InsightsDigital Assets Inside PPLI: Tax, Custody and CostsSep 2026Investment FlexibilityPPLI Section 1035 Exchange: Changing Insurance CarriersSep 2026Investment FlexibilityAdding a PPLI Investment Manager: Rules and ApprovalSep 2026Investment FlexibilityValuing Illiquid Assets in PPLI: Rules and ControlsSep 2026Investment FlexibilityFunding PPLI With Existing Assets: Tax and AcceptanceSep 2026Privacy and ConfidentialitySilent Trusts and PPLI: Beneficiary Notice RulesSep 2026Privacy and ConfidentialityPPLI Privacy: Who Can Access an Insurer’s Policy File?Sep 2026Privacy and ConfidentialityLife Insurance Discovery: What Can Be Disclosed in Litigation or Divorce?Sep 2026Privacy and ConfidentialityProbate Public Records: What Life Insurance ChangesSep 2026News & Market IntelligencePPLI Market Size: What the $44 Billion Figure MeasuresAug 2026Asset ProtectionPre-Immigration PPLI Planning: Before U.S. Tax ResidencyAug 2026PPLI InsightsPPLI for Non-US Families: A Cross-Border ReviewAug 2026Estate PlanningCharitable Planning and PPLI: Ownership, Tax and FundingAug 2026Wealth PreservationInfrastructure in PPLI: Tax, Liquidity and Policy CostsAug 2026Provider & Carrier ResearchPacific Life PPLI Review: Filings, Ratings and CostsAug 2026Provider & Carrier ResearchSwiss Life PPLI Review: Issuers, Ratings and MergerAug 2026Provider & Carrier ResearchLombard International Review: Utmost and AxcelusAug 2026Provider & Carrier ResearchPPLI Providers: Carrier Names, Evidence and Comparison CriteriaAug 2026JurisdictionsPPLI in Switzerland: Tax Conditions, Stamp Duty and AccessAug 2026Wealth PreservationPPLI Succession Planning: Authority, Handover and ClaimsAug 2026PPLI InsightsFine Art and PPLI: Eligibility, Control and ValuationAug 2026PPLI InsightsImplementing PPLI: Steps, Timing and Approval DependenciesAug 2026PPLI InsightsPPLI vs Traditional Life Insurance: Compare the ContractAug 2026Tax EfficiencyCRS and FATCA Reporting for PPLI: Who Reports What?Aug 2026Tax EfficiencySection 1202 QSBS and PPLI: Separate the Sale from ReinvestmentAug 2026PPLI InsightsPPLI MEC Rules: The Seven-Pay Test and Lifetime AccessAug 2026Estate PlanningTrust Protectors and PPLI: Powers, Limits and OversightAug 2026Wealth PreservationVenture Capital Inside PPLI: Tax Rules and LiquidityAug 2026JurisdictionsDelaware PPLI: Separate Accounts, Tax and Policy LimitsAug 2026Wealth PreservationPPLI for CIOs: Investment Measurement, Risk and LiquidityAug 2026Asset ProtectionExpatriation and PPLI: U.S. Exit Tax, Reporting and Policy ReviewJul 2026News & Market IntelligenceWhat Can PPLI Own? Private Companies and Asset RulesJul 2026Tax EfficiencyPPLI and NIIT: When the 3.8% Tax AppliesJul 2026PPLI InsightsReal Estate and PPLI: Eligibility, Tax and LiquidityJul 2026Wealth PreservationNext-Generation Family Office Leadership: Preparing Heirs for PPLIJul 2026PPLI InsightsGold Investment and PPLI: Tax, Costs and ControlJul 2026JurisdictionsLiechtenstein PPLI: Insurance Rules, Protection and SuitabilityJul 2026PPLI InsightsPPLI Carrier Due Diligence: How to Compare InsurersJul 2026News & Market IntelligenceThree Insurance Indicators to Review in 2026Jul 2026News & Market IntelligenceMid-2026 UHNW Briefing: US Tax, UK Rules and PPLIJul 2026Wealth PreservationPPLI Portability: Moving Countries with an Existing PolicyJul 2026Asset ProtectionPrivate Credit and PPLI Separate Accounts: Which Risks Remain?Jul 2026Estate Planning$124 Trillion Wealth Transfer: Preparing Heirs and LiquidityJul 2026Estate PlanningThe $15 Million Estate Tax Exemption: What Still Needs PlanningJul 2026Tax EfficiencyCARF and CRS 2.0: Crypto Reporting, Dates and PPLIJul 2026Tax EfficiencyOBBBA and PPLI: QSBS, Deductions and Estate PlanningJul 2026Asset ProtectionPPLI for Globally Mobile Executives: Tax and Protection ChecksJul 2026Tax EfficiencyPPLI After a Liquidity Event: Tax, Cash and FundingJul 2026PPLI InsightsHedge Funds Inside PPLI: Tax, Fees and LiquidityJul 2026News & Market IntelligencePPLI Stock Ticker vs Private Placement Life InsuranceJul 2026Wealth PreservationMulti-Family Office vs. Single Family Office for PPLIJul 2026News & Market IntelligenceThe 2026 Senate PPLI Proposal: Rules, Risks and StatusJul 2026JurisdictionsCayman Islands PPLI: Insurance Structures, Tax and Due DiligenceJul 2026Wealth PreservationPrivate Equity in PPLI: Eligibility, Cash Flows and TaxJul 2026Wealth PreservationSingle Family Office PPLI: A Worked Implementation CaseJul 2026News & Market IntelligenceThe Next Decade of PPLI: Evidence, Scenarios and DecisionsJun 2026News & Market IntelligencePPLI Regulation in 2026: Current Rules and ProposalsJun 2026News & Market IntelligencePPLI Market Data in 2026: What the Figures MeasureJun 2026Estate PlanningEstate Freezes and PPLI: GRATs, IDGT Sales and FundingJun 2026Tax EfficiencyFamily Office Tax Planning: PPLI and Asset LocationJun 2026Tax EfficiencyPPLI Tax Rules: Sections 7702, 817(h) and MEC TestsJun 2026Wealth PreservationPPLI and Global Transparency: Reporting, Tax and PrivacyJun 2026Wealth PreservationFamily Office PPLI Governance: Who Decides, Executes and ReviewsJun 2026Wealth PreservationPrivate Credit in PPLI: After-Tax Returns and LiquidityJun 2026JurisdictionsSingapore PPLI: Tax, Eligibility and Policyholder ProtectionJun 2026JurisdictionsLuxembourg PPLI: Policyholder Protection and U.S. SuitabilityJun 2026JurisdictionsBermuda PPLI: Regulation, Tax Conditions and Carrier SelectionJun 2026Tax EfficiencyAfter-Tax Returns: PPLI vs Direct OwnershipJun 2026Estate PlanningSLAT and PPLI: Spousal Access, Tax Rules and RisksJun 2026Estate PlanningDynasty Trusts and PPLI: Duration, GST and Policy CostsJun 2026Asset ProtectionCross-Border Asset Protection: Trusts, PPLI and Legal LimitsJun 2026Asset ProtectionAsset Protection for UHNW Families: Where PPLI FitsJun 2026PPLI InsightsPPLI Investor Control: Investment Choices and Tax RisksJun 2026PPLI InsightsPPLI vs Retail VUL: Costs, Investments and Policy TermsJun 2026PPLI InsightsHow Private Placement Life Insurance WorksJun 2026News & Market IntelligenceJune 2026 PPLI Review: Estate Tax, Liquidity and CostsJun 2026News & Market IntelligencePPLI in Wealth Management: Evidence, Costs and Tax RulesJun 2026Estate PlanningIntentionally Defective Grantor Trusts: IDGT Sales and PPLIApr 2025Estate PlanningIrrevocable Trusts and PPLI: Ownership, Tax and FundingApr 2025Estate PlanningGeneration-Skipping Trusts: GST Rules and PPLI OwnershipApr 2025Estate PlanningGrantor Trusts: Income Tax, Estate Rules and PPLIApr 2025Estate PlanningUltra High Net Worth Estate Planning: Tax, Trusts and ControlApr 2025Tax EfficiencyPrivate Banking Switzerland: Fees, Safety and SelectionApr 2025Tax EfficiencyDeferring Capital Gains Tax: US Options and PPLI LimitsApr 2025PPLI InsightsPPLI Market Structure: Insurers, Funds and Provider RolesApr 2025PPLI InsightsPPLI Tax Strategy: Deferral, Estate Rules and CostsApr 2025PPLI InsightsPPLI Policy Design: Coverage, Funding and OwnershipApr 2025PPLI InsightsPPLI Attorney: Legal Scope, Opinions and ReviewApr 2025PPLI InsightsPPLI Policy Loans: Costs, MEC Tax Rules and Lapse RiskApr 2025PPLI InsightsPPLI Benefits: Tax Deferral, Costs and LimitsApr 2025PPLI InsightsPPLI Risk Management: Insurer, Tax, Liquidity and LapseApr 2025PPLI InsightsPPLI in Private Banking: Roles, Fees and Due DiligenceApr 2025PPLI InsightsPPLI for International Clients: Cross-Border Tax ReviewApr 2025PPLI InsightsOffshore PPLI: US Tax, Reporting and JurisdictionApr 2025

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