Private placement variable universal life insurance (PPVUL) and annuity products are hot topics today because they provide effective ways to invest without taxation (or with deferred taxation) on investment earnings. In light of recent tax reform, estate-planning advisors may be focusing more than before on income tax planning, and these vehicles offer solutions worth exploring. In addition, investment advisors are attracted because they can manage policy values through Internal Revenue
All access premium subscription
Please Log in if you are currently a Trusts & Estates subscriber.
If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.
Questions about your account or how to access content?
Contact: [email protected]