Insurance Structures

How Regulatory Changes Are Reshaping Private Placement Life Insurance in 2026

An analysis of the regulatory developments reshaping PPLI — from the WydenRead More »

IRC Sections 7702 and 817(h): The Tax Compliance Framework That Governs Every PPLI Policy

A practitioner-level analysis of IRC Sections 7702 and 817(h) — the twoRead More »

Luxembourg PPLI Structures: The Triangle of Security and Why European Families Choose the Grand Duchy

An in-depth analysis of Luxembourg as a PPLI jurisdiction — covering theRead More »

Bermuda as a PPLI Jurisdiction: Regulatory Framework, Strategic Advantages, and Carrier Selection

A comprehensive analysis of Bermuda as a PPLI jurisdiction — covering regulatoryRead 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 »

PPLI: Private Placement Life Insurance [Ultimate Guide]

Listen up, because I’m about to let you in on a secretRead More »

PPLI Policy Design: Structure, Funding, and Compliance Essentials

Private Placement Life Insurance (PPLI) is a unique vehicle designed in theRead More »

PPLI Attorney: Navigating Complex Tax Laws with Ease

Being a complex financial tool, PPLI necessitates careful legal supervision to guaranteeRead More »