Winged Keel Group and Family Enterprise USA Action Leaders Discuss How PPLI Offers Tax-Efficient Investment Strategies for Ultra-High-Net-Worth Families
Family-owned businesses evaluating estate planning, business transition, and long-term wealth transfer strategies may benefit from private placement life insurance strategies, according to a recent webcast with Winged Keel Group and Family Enterprise USA Action.
The webcast, entitled “Understanding the PPLI Opportunity, The Basics and Beyond,” details how private placement life insurance strategies can serve as a flexible planning tool for sophisticated families, family offices, and family-owned businesses seeking tax-efficient investment and wealth transfer strategies.
The discussion, moderated by Pat Soldano, President, Family Enterprise USA Action and Family Enterprise USA, features Eric Naison-Phillips, Chief Executive Officer, Winged Keel Group, and Mark J. Richards, Principal, Winged Keel Group.
Founded in 1989, Winged Keel Group is an independent life insurance advisory firm specializing in the design, implementation, and ongoing administration of sophisticated life insurance strategies for ultra-high-net-worth families.
“PPLI is an effective option for families focused on a achieving a variety of planning objectives,” said Naison-Phillips. “With hundreds of investment options, considerable flexibility, and meaningful tax-efficiency, PPLI is an incredibly powerful structure for those family businesses looking to maximize returns.”
Since its founding, Winged Keel has helped clients acquire more than $125 billion in coverage and today serves clients through a team of 140 professionals nationwide. Winged Keel is widely recognized as a leader in Private Placement Life Insurance design and implementation for ultra-high-net-worth families and family offices.
Richards added that PPLI strategies are particularly effective when integrated into a broader wealth transfer strategy, enhancing after-tax yields,” and helping fund estate and liquidity liabilities.
“These webcasts are designed to bring new ideas, strategies, and tools to help family-owned businesses, family office managers, and successful families navigate today’s challenging economic and policy environment,” said Soldano. “PPLI may be a complementary solution to other planning strategies for family businesses and successful families to investigate.”
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Family Enterprise USA Action engages with legislators on Capitol Hill on behalf of family offices, hardworking 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.