Private placement life insurance (PPLI) and variable annuities (PPVAs) are attractive for many reasons, including their tax treatment. We’ve written several articles on the features, uses and considerations of these structures.1 But, how should an investor select the asset classes to include in his private placement portfolio to maximize the tax-deferral benefit and, as a result, the future value of their overall portfolio? Hedge funds are a common choice. But as we’ll ...

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