"Private Placement Life Insurance: Beyond the Basics"

BRING A GUEST FOR FREE TO THE MARCH MEETING

To introduce more estate planning professionals to our council and allow them to experience one of our high-quality luncheon programs, current PEPC members are invited to bring a NON-MEMBER guest to the March luncheon program at NO CHARGE. We encourage all members to bring a colleague who would be a potential new member of the PEPC. Please take advantage of this opportunity to add to the pool of estate planning professionals that make up PEPC's membership. When registering for the meeting through the PEPC website, you will have the option to add a guest to your registration at no charge.

AGENDA

3:30 – 4:00 p.m. Registration
4:00 – 5:00 p.m. Program
5:00 – 7:00 p.m.  Cocktail Reception

PROGRAM OVERVIEW

Private Placement Life Insurance (“PPLI”) is an asset accumulation and distribution vehicle that combines the tax advantages of life insurance with the investment potential of an evergrowing selection of funds and discretionary accounts with customized investment mandates.

Through an educational overview of the mechanics of PPLI, as well as detailed case studies, this course will provide insight on utilizing PPLI as an advanced planning tool within a sophisticated wealth and estate planning context. The presentation will examine the legal, tax, and regulatory framework governing PPLI, including life insurance qualification requirements, diversification rules, investor control considerations, and relevant fiduciary duties. Participants will also explore common structuring approaches, governance and compliance issues, and the interaction of PPLI with trusts and alternative investments.

The program is designed to assist participants in identifying potential issues and risks with a focus on best practices for advising clients on the appropriateness of PPLI relative to their current situation and stated goals. This course is educational in nature and does not promote specific products or providers.

SPEAKER

Jeri Turley is a Principal of Winged Keel Group, where she leads the firm’s Richmond, VA, and Washington, D.C. offices. She works closely with ultra-affluent families, and their businesses and advisors, to design, implement, and administer customized insurance strategies that help to enhance asset accumulation, philanthropic giving, and generational wealth transfer. Jeri also plays a central role in expanding the firm’s corporate owned life insurance (COLI) and partner owned life insurance (POLI) practices, advising organizations, including law firms, on customized plans that help fund benefit liabilities and strengthen after-tax savings programs.