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Market intelligence, regulatory updates, and strategic analysis for PPLI practitioners and their advisors.
FEATURED INSIGHT · JUL 2026

Due Diligence in PPLI: How to Evaluate Carriers, Jurisdictions, and Policy Structures

A comprehensive framework for evaluating PPLI carriers — covering financial strength, segregated account protection, investment platform quality, policy costs, jurisdictional considerations, and the institutional standards that separate premier carriers from the rest.

READ THE FULL ANALYSIS →
Jul 2026

Three Numbers That Define the 2026 Private Insurance Market

Luxembourg's record premiums, private credit at 23.4 percent of insurer bond books, and CARF's first reporting year: three data points that, read together, describe where...

Jul 2026

Mid-2026 Briefing: What Actually Changed for UHNW Families

An editor's ledger at the year's midpoint: the Wyden bill's stalled trajectory, the OBBBA's first full year, the post-non-dom UK, and Henley's migration data. What...

Jul 2026

Family Offices at an Inflection: PPLI as the Institutional Wrapper

Deloitte counts 8,030 single family offices and projects 10,720 by 2030 with $5.4 trillion under management. As the sector institutionalizes, PPLI is becoming its standard...

Jul 2026

142,000 Millionaires Moved in 2025. Their Planning Should Too

Henley recorded 142,000 millionaire relocations in 2025, led by flows into the UAE and out of the UK. Wealth preservation now means planning architecture that...

Jul 2026

Where Wealth Moves in 2026: Henley Scores and Carrier Domicile

Henley's new Wealth Mobility Competitiveness Score puts the UAE first at 85.3, with Singapore, New Zealand, and Cayman close behind. Personal mobility and carrier domicile...

Jul 2026

Luxembourg's Record Run: ACA 2025 Numbers and the PPLI Anchor

Life premiums near €33 billion, up 23 percent, and a €380 billion sector balance sheet: the ACA's 2025 results confirm Luxembourg's position as the European...

Jul 2026

Private Credit Inside Insurance: The Segregated Account Advantage

Private placement bonds now make up 23.4% of US life insurers' admitted bonds, per S&P Global. What that shift means, and why the segregated account...

Jul 2026

After the Non-Dom: Rebuilding Protection for Mobile Wealth

The UK abolished the non-dom regime in April 2025 and confirmed the decision in the Autumn Budget. Globally mobile families are rebuilding their protection around...

Jul 2026

The $124 Trillion Wealth Transfer: Preparing Heirs to Receive It

Cerulli now projects $124 trillion changing hands through 2048. The scarce resource is not planning technique but prepared heirs, and the insurance contract remains one...

Jul 2026

The $15M Exemption Is Permanent. Estate Planning Is Not Done

A permanent $15 million exemption has tempted families to declare estate planning finished. State estate taxes, appreciation, and GST allocation say otherwise, and insurance structures...

Jul 2026

CARF and CRS 2.0 Go Live: Planning in the Transparency Era

Crypto-asset reporting under CARF began January 1, 2026, alongside the upgraded CRS 2.0. The winners of the transparency era are structures that are reported, compliant,...

Jul 2026

OBBBA Income Tax Planning for UHNW Families: What Changed

The OBBBA locked in the 37% top rate and 20% LTCG, expanded QSBS, and capped itemized deductions for top earners. A working map of the...

Jul 2026

PPLI After the OBBBA: Planning Beyond the Estate Tax

With the estate and gift exemption permanent at $15 million per person, the case for PPLI has shifted to income tax deferral, asset protection, and...

Jul 2026

Inside the Wyden Bill: What S.4279 Would Mean for PPLI

A measured reading of Senator Wyden's S.4279: what the bill would actually change for private placement life insurance, why analysts doubt it passes, and what...

Jul 2026

PPLI for Globally Mobile Executives: Asset Protection Across Borders and Residencies

How executives who relocate between jurisdictions use PPLI to maintain consistent asset protection, tax efficiency, and estate planning continuity regardless of where they live.

Jul 2026

Tax Planning After a Liquidity Event: How PPLI Preserves Wealth for Founders and Entrepreneurs

How founders, entrepreneurs, and business owners use PPLI after IPOs, acquisitions, and major asset sales to eliminate tax drag on reinvested proceeds and build multigenerational...

Jul 2026

Hedge Fund Strategies Inside PPLI: Converting Short-Term Gains to Tax-Free Growth

How hedge fund strategies — global macro, event-driven, relative value, and systematic trading — generate tax-inefficient short-term gains that PPLI converts to tax-free compounding, and...

Jul 2026

PPLI Ticker vs. PPLI.com: Why Hundreds of Investors Are Landing on the Wrong Website

Since People Incorporated adopted the PPLI ticker on Nasdaq, hundreds of misdirected inquiries have reached PPLI.com — the independent Private Placement Life Insurance platform that...

Jul 2026

The $84 Trillion Great Wealth Transfer: How PPLI Prepares Families for the Largest Intergenerational Shift in History

How the unprecedented $84 trillion intergenerational wealth transfer is reshaping estate planning — and why PPLI inside dynasty trusts is the most tax-efficient vehicle for...

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