Navigating Private Placement Life Insurance (PPLI): Is It the Right Fit for Your Portfolio in 2025?

When:  Nov 5, 2025 from 04:30 PM to 07:30 PM (PT)
Associated with  CFA Society Seattle

What if one of the most powerful tools for tax efficiency and wealth preservation was something most investors overlook?

Private Placement Life Insurance (PPLI) is often reserved for the ultra-wealthy and misunderstood by many. But what if this strategy could unlock significant advantages for your portfolio—transforming taxable assets into tax-efficient investments?

Join us for an exclusive session where we’ll decode the mechanics of PPLI. Learn how it aligns with long-term financial goals, supports legacy planning, and leverages favorable tax codes. Discover how top investors are using PPLI to preserve wealth across generations.

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Location

K&L Gates
925 4th Ave, 29th Floor
Seattle, WA 98104