The Wrong Wrapper: Gold’s 28% Tax Problem and the PPLI Alternative
After the strongest gold year since 1979, most American investors hold theRead More »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 »