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.
Availability, tax treatment, and policy design depend on jurisdiction, carrier, investor qualification, and applicable law. simpleppli.com provides general educational information only — not tax, legal, insurance, or investment advice. Consult qualified tax counsel, insurance counsel, and licensed insurance professionals before implementing any PPLI structure.