512-735-7254 | contactus@sali.com

Tax-Efficient Investing Through Private Placement Annuity and Life Insurance Investment Accounts

Wealthy families and individuals interested in tax-efficient investing are increasingly drawn to the benefits associated with Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life Insurance (PPVUL) Investment Accounts. One of these benefits includes either no income tax or deferred income tax on investment gains. In addition, PPVA account owners enjoy full control and flexibility of assets. These vehicles are especially beneficial for accounts with longer time horizons and for those looking to maximize charitable donations.

Read more