Advanced Uses of Private Placement Variable Universal Life Insurance | Membership Meeting and Goldenzweig Lecture | City Club | 5 - 8 pm | Plus a Brief Discussion of Estate and Gift Tax Provisions of the Recently-released House Tax Bill by the Professional Development Committee
Investment options for clients with PPLI policies are improving with the dramatic rise in the number of insurance-dedicated funds (IDFs) available within these structures and the ability for new investment strategies to be created in this highly customizable offering. This session will explain the unique aspects of PPLI, the tax benefits to clients who use it, common considerations in the structuring of PPLI policies, and examples of how this solution can address a number of planning considerations.
Dennis McMahan is the Manager of MAGNASTAR® Marketing for M Financial Group in Portland, OR. In this role, he provides marketing and product design support for M Financial’s proprietary private placement life insurance products, which have reached $3 billion in assets under management. He also serves as a resource to M Member Firms on questions related to life insurance carriers and product due care. Prior to joining M Financial Group in 1998, he was an agent for BMA Assurance Company and a Registered Representative for Mutual of New York.