Ep.99 - Private Placement Life Insurance

Podcast: Rich Young & Powerful · Andrew McNair

Opublikowano: 2026-08-28

For families with significant wealth, stewardship is about more than simply growing assets. It also means thinking intentionally about taxes, legacy, generosity, and how wealth can be structured to serve a greater purpose. In this episode of Rich Young & Powerful, Andrew McNair explores Private Placement Life Insurance (PPLI)—an advanced financial strategy designed primarily for high-net-worth investors seeking more tax-efficient ways to grow, access, and eventually transfer wealth. Andrew explains how PPLI works, why some affluent families use it to hold alternative investments, and how its life-insurance structure can potentially provide tax-deferred growth, tax-advantaged access to ca...