Briefings & references
PPLI resources.
Working briefings and reference materials for the professionals evaluating PPLI on behalf of UHNW families.
PPLI Primer for Family Offices
A concise introduction to Private Placement Life Insurance — structure, qualification, and where it fits in a UHNW portfolio.
PPLI Compliance Checklist
§7702, §7702A, §817(h), investor control — a structured checklist for reviewing a proposed policy design.
IDF Diligence Framework
Questions to ask before allocating a PPLI separate account to a specific Insurance Dedicated Fund.
Trust-Owned PPLI Design Brief
How ILITs, dynasty trusts, and offshore trusts own PPLI — funding, ownership mechanics, and estate-inclusion analysis.
Onshore vs Offshore Carrier Comparison
A side-by-side comparison of onshore U.S., Bermuda, and Cayman PPLI structures — premium tax, chassis, and reporting.
Investor Qualification Reference
The Accredited Investor and Qualified Purchaser tests — with the practical thresholds carriers apply.
Next step
See whether PPLI fits your structure.
Request an analysis with a PPLI-experienced advisor to model policy design, carrier selection, and investment fit for your family office or clients.