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How Existing PPLI Policyholders Can Adapt to the Proposed Rules
How Existing PPLI Policyholders Can Adapt to the Proposed RulesIf the proposed PPLI Abuse Act becomes law, many existing Private Placement Life Insurance (PPLI) policyholders will face important strategic decisions. The proposed legislation includes a transition period intended to allow affected policyholders to respond before the new regime fully applies.While the optimal course of action will depend on each client's circumstances, the proposal points toward several broad planning paths—each with different commercial, investment, and tax considerations.The discussion below describes proposed…
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