Winged Keel Group and Family Enterprise USA Action Leaders Discuss How PPLI Offers Tax-Efficient Investment Strategies for Ultra-High-Net-Worth Families
-- Family-owned businesses evaluating estate planning, business transition, and long-term wealth transfer strategies may benefit from private placement life insurance strategies, according to a recent webcast with Winged Keel Group and Family Enterprise USA Action.
The webcast, entitled “Understanding the PPLI Opportunity, The Basics and Beyond,” details how private placement life insurance strategies can serve as a flexible planning tool for sophisticated families, family offices, and family-owned businesses seeking tax-efficient investment and wealth transfer strategies.
The discussion, moderated by Pat Soldano, President, Family Enterprise USA Action and Family Enterprise USA, features Eric Naison-Phillips, Chief Executive Officer, Winged Keel Group, and Mark J. Richards, Principal, Winged Keel Group.
Founded in 1989, Winged Keel Group is an independent life insurance advisory firm specializing in the design, implementation, and ongoing administration of sophisticated life insurance strategies for ultra-high-net-worth families.
“PPLI is an effective option for families focused on a achieving a variety of planning objectives,” said Naison-Phillips. “With hundreds of investment options, considerable flexibility, and meaningful tax-efficiency, PPLI is an incredibly powerful structure for those family businesses looking to maximize returns.”
Since its founding, Winged Keel has helped clients acquire more than $125 billion in coverage and today serves clients through a team of 140 professionals nationwide. Winged Keel is widely recognized as a leader in Private Placement Life Insurance design and implementation for ultra-high-net-worth families and family offices.
Richards added that PPLI strategies are particularly effective when integrated into a broader wealth transfer strategy, enhancing after-tax yields,” and helping fund estate and liquidity liabilities.
“These webcasts are designed to bring new ideas, strategies, and tools to help family-owned businesses, family office managers, and successful families navigate today’s challenging economic and policy environment,” said Soldano. “PPLI may be a complementary solution to other planning strategies for family businesses and successful families to investigate.”
For more information and to view the webcast go to: FEUSA Action Winged Keel Webcast.
About FAMILY ENTERPRISE USA ACTION
Family Enterprise USA Action (formerly Policy and Taxation Group) engages with legislators on Capitol Hill on behalf of family-owned businesses, family offices, and successful families. It is focused exclusively on the critical tax and economic policies that impact them. FEUSA Action is the leading advocacy group working daily in Washington, D.C., to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income and capital gains taxes, the creation of a wealth tax, and other hostile policies that punish hardworking taxpayers and success in the U.S. It is a bipartisan 501.c4 organization.
About Family Enterprise USA
Family Enterprise USA promotes family-owned business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington, D.C. FEUSA represents and celebrates all sizes, professions and industries of family-owned enterprises and multi-generational employers. FEUSA is a 501.C3 organization
About Winged Keel Group
Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With coverage teams across 17 markets nationally, the firm specializes in Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios. For more information on Winged Keel Group, please visit www.wingedkeel.com.
Contact Info:
Name: Bob Chew
Email: Send Email
Organization: Family Enterprise USA and Family Enterprise USA Action
Address: 712 H Street NE Suite 1330, Washington DC, United States
Phone: 310-383-0528
Website: https://familyenterpriseusa.com/
Video URL: https://www.youtube.com/watch?v=b2w7GZ2FBmo
Release ID: 89198479
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