Event Presentation - Use cases - PPLI in Asia

Roger Chi

Managing Partner

1291 Group

Benjamin Szeto

Partner

1291 Group

  • Private Placement Life Insurance (PPLI) overview
  • How insurance and PPLI can help banker’s get closer to their clients
  • Use cases - China, Taiwan, Indonesia, Thailand, US
  • Privacy, asset protection and tax optimisation
  • It’s role in next generation planning

PPLI Case Study:

  • Indonesia
  • Taiwan
  • Australia
  • US persons (passport + Greencard)
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