{"id":2061,"date":"2026-05-14T20:19:21","date_gmt":"2026-05-15T00:19:21","guid":{"rendered":"https:\/\/ditchtheestatetax.com\/?p=2061"},"modified":"2026-05-14T20:19:22","modified_gmt":"2026-05-15T00:19:22","slug":"what-makes-private-placement-life-insurance-so-powerful","status":"publish","type":"post","link":"https:\/\/ditchtheestatetax.com\/?p=2061","title":{"rendered":"What Makes Private Placement Life Insurance So Powerful?"},"content":{"rendered":"<div class=\"et_pb_section et_pb_section_0 et_section_regular\">\n<div class=\"et_pb_row et_pb_row_0\">\n<div class=\"et_pb_column et_pb_column_4_4 et_pb_column_0  et_pb_css_mix_blend_mode_passthrough et-last-child\">\n<div class=\"et_pb_module et_pb_divider et_pb_divider_0 et_pb_divider_position_center et_pb_space\">\n<div class=\"et_pb_divider_internal\"><\/div>\n<\/div>\n<div class=\"et_pb_module et_pb_cta_0 et_pb_promo  et_pb_text_align_center et_pb_bg_layout_dark\">\n<div class=\"et_pb_promo_description\">\n<h2 class=\"et_pb_module_header\">Tell Congress Where You Stand &#8211; Act Now<\/h2>\n<\/div>\n<div class=\"et_pb_button_wrapper\"><a class=\"et_pb_button et_pb_promo_button\" href=\"https:\/\/www.congressweb.com\/PTG\/12\/\" target=\"_blank\" rel=\"noopener\">Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today.<\/a><\/div>\n<\/p><\/div>\n<div class=\"et_pb_module et_pb_video et_pb_video_0\">\n<div class=\"et_pb_video_box\"><\/div>\n<\/p><\/div>\n<div class=\"et_pb_module et_pb_text et_pb_text_0  et_pb_text_align_left et_pb_bg_layout_light\">\n<div class=\"et_pb_text_inner\">\n<h2 style=\"text-align: center\"><strong>Save your spot for this exclusive webcast:<\/strong><\/h2>\n<h3 style=\"text-align: center\"><strong><em>\u201cUnderstanding the PPLI Opportunity: The Basics and Beyond\u201d<\/em><\/strong><\/h3>\n<h3 style=\"text-align: center\"><a href=\"https:\/\/events.zoom.us\/ev\/AuUPNA44G7cUnXstxMCmp4g8rCN5APx938p0egyzDgrvSh0N0VxN~Ar1LH_nCGle9S31NXqLPuLZdiE8hA2OveNcGA0Ecz_l8o4ujQQz3UR4WlMgSK9jeWqbRWklUh04gEtP4WiHqYCGwOQ\" rel=\"noopener\" target=\"_blank\"><span style=\"text-decoration: underline\"><strong>Register Now<\/strong><\/span><\/a><\/h3>\n<h4 style=\"text-align: center\"><em>May 28, 2026\u00a0 | 1:00 PM \u2013 2:00 PM PDT<\/em><\/h4>\n<h4><strong>Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for affluent families. There has been tremendous growth in the number of families adopting PPLI.<\/strong><\/h4>\n<h4><a href=\"https:\/\/events.zoom.us\/ev\/AuUPNA44G7cUnXstxMCmp4g8rCN5APx938p0egyzDgrvSh0N0VxN~Ar1LH_nCGle9S31NXqLPuLZdiE8hA2OveNcGA0Ecz_l8o4ujQQz3UR4WlMgSK9jeWqbRWklUh04gEtP4WiHqYCGwOQ\" rel=\"noopener\" target=\"_blank\"><span style=\"text-decoration: underline\"><em><strong>This May 28th webcast is an opportunity to easily understand PPLI and its applications.<\/strong><\/em><\/span><\/a><\/h4>\n<p><span style=\"text-decoration: underline\"><a href=\"https:\/\/events.zoom.us\/ev\/AuUPNA44G7cUnXstxMCmp4g8rCN5APx938p0egyzDgrvSh0N0VxN~Ar1LH_nCGle9S31NXqLPuLZdiE8hA2OveNcGA0Ecz_l8o4ujQQz3UR4WlMgSK9jeWqbRWklUh04gEtP4WiHqYCGwOQ\" rel=\"noopener\" target=\"_blank\">In this special webcast<\/a><\/span> led by Winged Keel Group, a Family Enterprise USA sponsor, presenters will provide a simplified overview of PPLI, detailing how it works and why it\u2019s an attractive option for many families.<\/p>\n<p><strong><em>MEET OUR WINGED KEEL GROUP SPEAKERS<\/em><\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/events.zoom.us\/ev\/AuUPNA44G7cUnXstxMCmp4g8rCN5APx938p0egyzDgrvSh0N0VxN~Ar1LH_nCGle9S31NXqLPuLZdiE8hA2OveNcGA0Ecz_l8o4ujQQz3UR4WlMgSK9jeWqbRWklUh04gEtP4WiHqYCGwOQ\" target=\"_blank\" rel=\"noopener\"><span style=\"text-decoration: underline\">Eric Naison-Phillips, CEO, Winged Keel Group<\/span><\/a><\/li>\n<li><a href=\"https:\/\/events.zoom.us\/ev\/AuUPNA44G7cUnXstxMCmp4g8rCN5APx938p0egyzDgrvSh0N0VxN~Ar1LH_nCGle9S31NXqLPuLZdiE8hA2OveNcGA0Ecz_l8o4ujQQz3UR4WlMgSK9jeWqbRWklUh04gEtP4WiHqYCGwOQ\" target=\"_blank\" rel=\"noopener\"><span style=\"text-decoration: underline\">Mark Richards, Principal, Winged Keel Group<\/span><\/a><\/li>\n<\/ul>\n<p>The conversation will explore real case studies where PPLI helped clients achieve specific goals, including enhancing after-tax investment returns. Whether you\u2019re new to PPLI or refining your knowledge, you\u2019ll come away with clarity on:<\/p>\n<ul>\n<li><strong>Investment options<\/strong> including insurance-dedicated funds (IDFs) and separately managed accounts (SMAs)<\/li>\n<li><strong>The role life insurance<\/strong> plays in PPLI<\/li>\n<li><strong>How PPLI integrates<\/strong> with your broader planning<\/li>\n<li><strong>Best practices<\/strong> to ensure the PPLI policy will qualify and achieve the intended purpose<\/li>\n<\/ul>\n<p><span style=\"text-decoration: underline\"><a href=\"https:\/\/events.zoom.us\/ev\/AuUPNA44G7cUnXstxMCmp4g8rCN5APx938p0egyzDgrvSh0N0VxN~Ar1LH_nCGle9S31NXqLPuLZdiE8hA2OveNcGA0Ecz_l8o4ujQQz3UR4WlMgSK9jeWqbRWklUh04gEtP4WiHqYCGwOQ\" rel=\"noopener\" target=\"_blank\">Webcast attendees<\/a><\/span> will benefit from the experience and insights of the leading firm in the PPLI space, deepen their understanding of the opportunities offered by PPLI, and elevate their ability to determine if PPLI warrants further exploration.<\/p>\n<\/div><\/div>\n<div class=\"et_pb_module et_pb_cta_1 et_pb_promo  et_pb_text_align_center et_pb_bg_layout_dark\">\n<div class=\"et_pb_promo_description\">\n<h2 class=\"et_pb_module_header\">Discover why more sophisticated families are turning to PPLI &#8211; and whether this strategy belongs in your planning toolkit. <\/h2>\n<\/div>\n<div class=\"et_pb_button_wrapper\"><a class=\"et_pb_button et_pb_promo_button\" href=\"https:\/\/events.zoom.us\/ev\/AuUPNA44G7cUnXstxMCmp4g8rCN5APx938p0egyzDgrvSh0N0VxN~Ar1LH_nCGle9S31NXqLPuLZdiE8hA2OveNcGA0Ecz_l8o4ujQQz3UR4WlMgSK9jeWqbRWklUh04gEtP4WiHqYCGwOQ\" target=\"_blank\" rel=\"noopener\">Register now to secure your place for this exclusive webcast on May 28th, 1:00 PM PDT.<\/a><\/div>\n<\/p><\/div>\n<div class=\"et_pb_module et_pb_divider et_pb_divider_1 et_pb_divider_position_center et_pb_space\">\n<div class=\"et_pb_divider_internal\"><\/div>\n<\/div>\n<div class=\"et_pb_with_border et_pb_module et_pb_text et_pb_text_1 et_clickable  et_pb_text_align_left et_pb_bg_layout_light\">\n<div class=\"et_pb_text_inner\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-17013\" src=\"https:\/\/ditchtheestatetax.com\/wp-content\/uploads\/2026\/04\/Winged-Keel-Group-Logo_Color-300x124-1.jpg\" alt=\"Winged-Keel-Group\" width=\"400\" height=\"165\" title=\"Family Enterprise USA Action engages with legislators on Capitol Hill on behalf of family offices, successful families, and family-owned businesses. It is focused exclusively on the critical tax and economic policies that impact them. Since 1995, FEUSA Action has been the leading advocacy group working daily in Washington, D.C., to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income and capital gains taxes, the creation of a wealth tax, and other hostile policies that punish hardworking taxpayers and success in the U.S. It is a bipartisan 501.c4 organization.\"><\/p>\n<p><strong>About Winged Keel Group<br \/><\/strong>Dating back to 1851, the America\u2019s Cup is the oldest continuous competition in sport. The 1983 race marked the first time that the challenger had won the Cup since the contest began. The challenger\u2019s key to victory was the development of a \u201cwinged keel.\u201d This structural development increased the challenging yacht\u2019s stability, enabling it to move more smoothly and quickly through the water.<\/p>\n<\/div><\/div>\n<div class=\"et_pb_module et_pb_divider et_pb_divider_2 et_pb_divider_position_center et_pb_space\">\n<div class=\"et_pb_divider_internal\"><\/div>\n<\/div>\n<div class=\"et_pb_module et_pb_text et_pb_text_2 et_clickable  et_pb_text_align_left et_pb_bg_layout_light\">\n<div class=\"et_pb_text_inner\">\n<h4>We hope you\u2019ve enjoyed this article. While you\u2019re here, we have a small favor to ask\u2026<\/h4>\n<p>As we prepare for what promises to be a pivotal year for America, we\u2019re asking you to consider becoming a <a href=\"https:\/\/policyandtaxationgroup.com\/donate\/\" target=\"_blank\" rel=\"noopener\">supporter<\/a>.<\/p>\n<p>The need for fact-based reporting of issues important to <a href=\"https:\/\/policyandtaxationgroup.com\/about-us-2\/what-has-been-accomplished\/\" target=\"_blank\" rel=\"noopener\">family offices<\/a> and <a href=\"https:\/\/policyandtaxationgroup.com\/about-us-2\/what-has-been-accomplished\/\" target=\"_blank\" rel=\"noopener\">successful families<\/a> and <a href=\"https:\/\/policyandtaxationgroup.com\/about-us-2\/what-has-been-accomplished\/\" target=\"_blank\" rel=\"noopener\">protecting a lifetime of savings<\/a> has never been greater. Now more than ever, <a href=\"https:\/\/policyandtaxationgroup.com\/about-us-2\/what-has-been-accomplished\/\" target=\"_blank\" rel=\"noopener\">family offices<\/a> and <a href=\"https:\/\/policyandtaxationgroup.com\/about-us-2\/what-has-been-accomplished\/\" target=\"_blank\" rel=\"noopener\">successful families<\/a> are under fire. That\u2019s why <a href=\"https:\/\/policyandtaxationgroup.com\/about-us-2\/what-has-been-accomplished\/\" target=\"_blank\" rel=\"noopener\">Family Enterprise USA Action<\/a> is passionately working to increase the awareness of issues important to <a href=\"https:\/\/policyandtaxationgroup.com\/about-us-2\/what-has-been-accomplished\/\" target=\"_blank\" rel=\"noopener\">family offices<\/a> and <a href=\"https:\/\/policyandtaxationgroup.com\/about-us-2\/what-has-been-accomplished\/\" target=\"_blank\" rel=\"noopener\">successful families<\/a>, while continuing to strengthen our presence on Capitol Hill.<\/p>\n<\/div><\/div>\n<div class=\"et_pb_button_module_wrapper et_pb_button_0_wrapper et_pb_button_alignment_center et_pb_module \">\n\t\t\t\t<a class=\"et_pb_button et_pb_button_0 et_pb_bg_layout_light\" href=\"https:\/\/policyandtaxationgroup.com\/donate\/\" target=\"_blank\" rel=\"noopener\">Are you an Family Enterprise USA Action Supporter? If not, we could use your help today!!!<\/a>\n\t\t\t<\/div>\n<div class=\"et_pb_module et_pb_text et_pb_text_3  et_pb_text_align_left et_pb_bg_layout_light\">\n<div class=\"et_pb_text_inner\">\n<hr \/>\n<p>Family Enterprise USA Action engages with legislators on Capitol Hill on behalf of <a href=\"https:\/\/policyandtaxationgroup.com\/category\/family-offices\/\" target=\"_blank\" rel=\"noopener\">family offices<\/a>, <a href=\"https:\/\/policyandtaxationgroup.com\/category\/successful-individuals\/\" target=\"_blank\" rel=\"noopener\">successful families<\/a>, and <a href=\"https:\/\/policyandtaxationgroup.com\/category\/family-businesses\/\" target=\"_blank\" rel=\"noopener\">family-owned businesses<\/a>. It is focused exclusively on the <a href=\"https:\/\/policyandtaxationgroup.com\/category\/taxes\/\" target=\"_blank\" rel=\"noopener\">critical tax<\/a> and economic policies that impact them. Since 1995, FEUSA Action has been the leading advocacy group working daily in Washington, D.C., to reduce and eliminate <a href=\"https:\/\/policyandtaxationgroup.com\/category\/estate-tax-2\/\" target=\"_blank\" rel=\"noopener\">estate tax<\/a>, <a href=\"https:\/\/policyandtaxationgroup.com\/category\/taxes\/\" target=\"_blank\" rel=\"noopener\">gift tax<\/a>, and <a href=\"https:\/\/policyandtaxationgroup.com\/category\/taxes\/\" target=\"_blank\" rel=\"noopener\">generation skipping transfer tax<\/a> while blocking increased <a href=\"https:\/\/policyandtaxationgroup.com\/category\/income-tax\/\" target=\"_blank\" rel=\"noopener\">income and capital gains taxes<\/a>, the creation of a <a href=\"https:\/\/policyandtaxationgroup.com\/category\/taxes\/\" target=\"_blank\" rel=\"noopener\">wealth tax<\/a>, and other hostile policies that punish hardworking taxpayers and success in the U.S. It is a bipartisan 501.c4 organization.<\/p>\n<hr \/>\n<\/div><\/div>\n<div class=\"et_pb_module et_pb_text et_pb_text_4  et_pb_text_align_left et_pb_bg_layout_light\">\n<div class=\"et_pb_text_inner\">\n<p>#incometax #CapitalGainsTax #R&amp;DExpensing #DontPunishSuccess #GrantorTrusts #likeKindExchanges #AcceleratedDepreciation #EstateTax #Deathtax #wealthtax #taxLegislation #incometaxrates #repealestatetax #FamilyOffice #SuccessfulFamilies @PolicyAndTaxationGroup @DitchTheEstateTax #PolicyAndTaxationGroup #DitchTheEstateTax #FamilyEnterpriseUSAAction<\/p>\n<\/div><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<p>The post <a rel=\"nofollow noopener\" href=\"https:\/\/policyandtaxationgroup.com\/family-businesses\/what-makes-private-placement-life-insurance-so-powerful\/\" target=\"_blank\">What Makes Private Placement Life Insurance So Powerful?<\/a> appeared first on <a rel=\"nofollow noopener\" href=\"https:\/\/policyandtaxationgroup.com\" target=\"_blank\">Family Enterprise USA Action<\/a>.<\/p>\nPolicy and Taxation Group (PATG) is dedicated to the ultimate repeal of estate tax (death tax), gift and generation-skipping transfer (GST) taxes, and the elimination of the destructive effect those taxes have on families, family businesses, generationally owned businesses, and multigenerational businesses, job creation, the national economy, and government revenues. Since 1995, Policy and Taxation Group has been a highly effective voice of families, family businesses, generationally owned businesses, and multigenerational businesses in the fight against the estate tax (death tax). Providing research, polling, expertise, and employing effective lobbying strategies. Policy and Taxation Group is the only organization exclusively dedicated to the repeal of the gift tax, estate tax (death tax) and generation skipping tax.\r\n\r\n@FamilyEnterpriseUSA @PolicyAndTaxationGroup @DitchTheEstateTax #FamilyBusiness #Business #SmallBiz #EstateTax #Deathtax #CapitalGainsTax #StepUpInBasis #Taxes #gifttax #Generationskippingtax #InheritanceTax #repealestatetax #promotefamilybusinesses #taxLegislation #AdvocatingForFamilyBusinesses #incometax #Generationallyowned #Multigenerationalbusiness","protected":false},"excerpt":{"rendered":"<p>Tell Congress Where You Stand &#8211; Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. Save your spot for this exclusive webcast: \u201cUnderstanding the PPLI Opportunity: The Basics and Beyond\u201d Register Now May 28, 2026\u00a0 | 1:00 PM \u2013 2:00 PM PDT Private Placement Life Insurance (PPLI) [&hellip;]<\/p>\n","protected":false},"author":25,"featured_media":2037,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"xn-wppe-expiration":[],"xn-wppe-expiration-action":[],"xn-wppe-expiration-prefix":[],"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[8],"tags":[27,14,18,17,12,16,13,10,29,22,21,28,23,30,11,25,24,15,19,20,26],"class_list":["post-2061","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-estate-tax","tag-advocatingforfamilybusinesses","tag-business","tag-capitalgainstax","tag-deathtax","tag-ditchtheestatetax","tag-estatetax","tag-familybusiness","tag-familyenterpriseusa","tag-generationallyowned","tag-generationskippingtax","tag-gifttax","tag-incometax","tag-inheritancetax","tag-multigenerationalbusiness","tag-policyandtaxationgroup","tag-promotefamilybusinesses","tag-repealestatetax","tag-smallbiz","tag-stepupinbasis","tag-taxes","tag-taxlegislation"],"acf":[],"_links":{"self":[{"href":"https:\/\/ditchtheestatetax.com\/index.php?rest_route=\/wp\/v2\/posts\/2061","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ditchtheestatetax.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ditchtheestatetax.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ditchtheestatetax.com\/index.php?rest_route=\/wp\/v2\/users\/25"}],"replies":[{"embeddable":true,"href":"https:\/\/ditchtheestatetax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2061"}],"version-history":[{"count":1,"href":"https:\/\/ditchtheestatetax.com\/index.php?rest_route=\/wp\/v2\/posts\/2061\/revisions"}],"predecessor-version":[{"id":2062,"href":"https:\/\/ditchtheestatetax.com\/index.php?rest_route=\/wp\/v2\/posts\/2061\/revisions\/2062"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ditchtheestatetax.com\/index.php?rest_route=\/wp\/v2\/media\/2037"}],"wp:attachment":[{"href":"https:\/\/ditchtheestatetax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2061"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ditchtheestatetax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2061"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ditchtheestatetax.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2061"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}