How Private Placement Life Insurance Policies Can Provide Significant Tax Benefits


How Private Placement Life Insurance Policies Can Provide Significant Tax Benefits

Recorded On 05/04/2022


If you are interested in better understanding;

  • How a Private Placement Life Insurance Policy can provide significant tax benefits to Ultra-High Net Worth (UHNW) and High Net Worth (HNW) clients
  • Why it is important to update the administration of the Spousal Lifetime Access Trusts (SLAT’s) you’ve drafted the past 2 years; and
  • How you and a client can take advantage of the tax favored “Living Benefits” of a Life Insurance Policy while alive

Then this program is for you!!!



Faculty: Martin M. Shenkman Esq, CPA, Martin M. Shenkman, PC; Steve Horowitz Esq.; Henry Montag CFP, The TOLI Center East
Martin Shenkman Esq, CPA: 2022 Planning; Biden Green Book proposal and other recent developments; Administration of all the SLATs you Created in 2020 and 2021, as well as Smart Trust design. Martin will also provide us with what’s being discussed in the estate planning arena.

Steve Horowitz Esq.: How Private Placement Life Insurance (PPLI) can be used to offset any Proposed Tax Increase for the UHNW & HNW client to provide either with a tax advantaged death benefit as well as living benefits. Steve will provide a recent update on the legislative front.

Henry Montag CFP: How Life Insurance, in addition to providing a death benefit, also provides 4 distinct tax advantaged ‘Living Benefits’ most clients and advisors are unaware of.


1.5 NY CLE Credits; 1.5 Skills


All Programs include 1 Affirmation and 1 Evaluation Form, and Course Materials.

To receive CLE credit for a program in Online Video Format:

Online Videos contain CLE codes that you must type into a supplied online affirmation form. Submit the online affirmation to the NYCLA CLE Institute to be issued a CLE certificate. We recommend that you watch the video as soon as possible.

We can only issue CLE credit if the law is still current.

Course Materials: You can download course materials on the Online Video webpage.