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Due Diligence Considerations Before Selecting a PPLI Carrier
Choosing a Private Placement Life Insurance (PPLI) carrier is not just about investment flexibility or tax efficiency.At its core:👉 You are selecting the long-term financial counterparty responsible for safeguarding substantial wealth.That means carrier due diligence is critical.⚖️ 1️⃣ Financial Strength & StabilityThe first question should always be:👉 Can the insurer actually meet its obligations?Key areas to review include:• Financial strength ratings • Capital adequacy • Reserve quality • Long-term solvency historyThe goal is to assess:✅ Claims-paying ability ✅ Long-term stability ✅…
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