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-ko…Email dani.koller@gmx.net
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/financialservice…
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.