Latest updates for Ilit

Fresh curated links around ILIT are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • How Wealthy Families Use Life Insurance Trusts To Cut Estate Taxes
  • IRS Fixes the ‘1035 Exchange Trap’: What Life Settlement Funds and PPLI Users Need to Know Now
  • Interpreting PPLI Illustrations

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blackenterprise.com /1 month ago

How Wealthy Families Use Life Insurance Trusts To Cut Estate Taxes

Estate taxes can create challenges for families whose wealth is tied up in illiquid assets.

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natlawreview.com /1 month ago

IRS Fixes the ‘1035 Exchange Trap’: What Life Settlement Funds and PPLI Users Need to Know Now

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wealthmanagement.com /1 month ago

Interpreting PPLI Illustrations

Key considerations when reviewing policies with a broker.

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finance.yahoo.com /3 weeks ago

Indexed universal life insurance (IUL): Risks, costs, and how it works

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wikifinancepedia.com /3 weeks ago

Liability-Driven Investment Calculator

Liability-Driven Investment Calculator field guide (Institutional Investing): calculator with FAQ, Benefits, Meaning, Examples, and Disadvantages. The post Liability-Driven Investm...

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natlawreview.com /3 weeks ago

The Sunset Is Gone. Income Tax Remains: The PPLI – PPVA Solution.

For the better part of a decade, every estate planning conversation my colleagues had with a high-net-worth family started with the same clock: the 2017 Tax Cuts and Jobs Act exemp...

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roi-nj.com /3 weeks ago

Prudential launches Protection IUL life insurance policy from Newark-based unit

Newark-based Prudential Financial Inc. introduced Prudential Protection IUL on Aug. 17, a new indexed universal life insurance policy from its Individual Life Insurance business. T...

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taxprofblog.aals.org /1 week ago

WSJ: ‘A Roth IRA on Steroids’: Wealthy Americans Find Another Tax-Free Way to Invest

Miriam Gottfried (WSJ): ‘A Roth IRA on Steroids’: Wealthy Americans Find Another Tax-Free Way to Invest Enter private-placement life insurance, a customizable insurance contract th...

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Sources covering Ilit

finance.yahoo.com

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natlawreview.com

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taxprofblog.aals.org

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wikifinancepedia.com

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blackenterprise.com

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natlawreview.com

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