Private Placement Life Insurance (PPLI) for Wealthy Private Clients – What? Why? How?

Roger Chi of 1291 Group

Sep 15, 2023

View Event

Private Placement Life Insurance (PPLI) for Wealthy Private Clients – What? Why? How?

  • Why is PPLI helpful as an asset holding structure?
  • What assets can a PPLI policy hold?
  • Why is PPLI helpful as an asset holding structure?
  • What are the key advantages of PPLI, such as legitimate tax optimisation, overseas assets and inter-generational/legacy planning, its role in compliantly overcoming
    the challenges of AEOI, CRS, FATCA and other regulations, and so forth?
  • How can PPLI sit alongside trusts, foundations and other structures?
  • How much flexibility is there with PPLI to tailor the solution precisely to the needs of the individual clients?
  • What types of private clients are prime candidates for PPLI and why?
  • How is PPLI being marketed and executed in Asia and what roles can private banks and IAMs play?
  • Is PPLI growing in Asia and if so, why?

 

Chair

Peter Triggs
Partner
1291 Group

Panel Members

Roger Chi

Managing Partner
1291 Singapore

Lee Sleight
Head of Business Development, Asia
Lombard International Assurance

Nicholas Kourteff
Insurance Industry Consultant
NicAl

More videos from Roger Chi, 1291 Group

Latest Articles

Latest News