Tag: insurance

Insurance Gold Rush Tax Benefits Fueling the Wealth Gap

Insurance Gold Rush Tax Benefits Fueling the Wealth Gap

Okay, let's talk about something that might ruffle a few feathers but is super important to understand: how the wealthy use insurance to minimize their taxes. Now, before you jump to the conclusion that this is some sort of conspiracy theory, it isn’t. That’s a smart fiscal strategy—for those that...

Private Credit Boom Spurs Tax-Saving Insurance Strategies

Private Credit Boom Spurs Tax-Saving Insurance Strategies

Investors are more and more considering private placement insurance strategies. This would include private placement variable annuities (PPVA) and private placement life insurance (PPLI) to further lower tax liabilities on their burgeoning private credit investments. Combined, these strategies can save investors tens of millions of dollars in unnecessary taxes. Private...