Episode 80: What is Private Placement Life Insurance with Daniel Koller
About this episode
Daniel Coller is the Head of Compliance at 1291 Group, a private wealth solutions firm located in Europe that helps clients internationally mitigate taxes, and protect their assets, along with other custom-tailored wealth solutions.
Our main topic of discussion today is Private Placement Life Insurance. What is private placement life insurance? Who is it usually a good fit for, and how does private placement life insurance work?
This episode talks about:
- Daniel's background in international financial services
- What is Private Placement Life Insurance (PPLI) and how does it work?
- What is niche insurance and how are PPLI policies different from other life insurance policies?
- Who are the parties involved in setting up PPLI? The external and internal aspects of it?
- The minimum net worth requirement to qualify for PPLI?
- The advantages of investing in PPLI under the acronym PATEC.
- Can PPLI policy owners withdraw from their cash value or borrow against it at any time?
- The portability features of PPLI, in an international setting.
- The role of the financial professional in helping PPLI clients in building strong investment options, mitigating taxes, and asset protection.
- Is there a growing market for Private Placement Life Insurance amongst wealthy individuals and businesses globally?
To connect with Daniel Coller and learn more about Private Placement Life Insurance, please visit:
👉Company Website➡️https://www.1291group.com/
👉Linkedin ➡️https://www.linkedin.com/in/daniel-koller-42a8368/
👉Email ➡️[email protected]
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
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