Skip navigation
0419-TE-cohn.jpg

Private Placement Variable Universal Life Insurance and Variable Annuity Products

What role should the broker play?

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

ARTICLE ACCESS REQUIRED

Please Log in if you are currently a Trust&Estates subscriber, or select DAYPASS for our new 24 hour access (nominal fee required).


If you are interested in unlimited article access for one year, please select Annual Subscription below.

TAGS: Insurance
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish