Investor Control Doctrine

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 »

The Investor Control Doctrine: Understanding the Legal Boundaries That Govern PPLI

A comprehensive analysis of the investor control doctrine — from the foundationalRead 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 »