Stay updated with recent developments, tax regulations, and industry movements in the realm of Private Placement Life Insurance.
Due Diligence in PPLI: How to Evaluate Carriers, Jurisdictions, and Policy Structures
A comprehensive framework for evaluating PPLI carriers — covering financial strength, segregatedRead More »PPLI After the OBBBA: Planning Beyond the Estate Tax
With the estate and gift exemption permanent at $15 million per person,Read More »Inside the Wyden Bill: What S.4279 Would Mean for PPLI
A measured reading of Senator Wyden's S.4279: what the bill would actuallyRead More »Hedge Fund Strategies Inside PPLI: Converting Short-Term Gains to Tax-Free Growth
How hedge fund strategies — global macro, event-driven, relative value, and systematicRead More »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 misdirectedRead More »
The 2026 Senate PPLI Proposal: What It Says, What It Doesn’t, and What It Means for Sophisticated Families
Senator Wyden's 2026 PPLI proposal — S. 4279 — would deny federalRead More »What Is PPLI? The Complete Guide to Private Placement Life Insurance
The definitive guide to Private Placement Life Insurance — how PPLI works,Read More »The Investor Control Doctrine: Understanding the Legal Boundaries That Govern PPLI
A comprehensive analysis of the investor control doctrine — from the foundationalRead More »PPLI vs. Variable Universal Life Insurance: What Sophisticated Investors Need to Know
A detailed comparison of PPLI and retail variable universal life insurance acrossRead More »How Private Placement Life Insurance Works: A Complete Technical Guide for Advisors and Families
A detailed technical breakdown of how PPLI policies are structured, funded, andRead More »