Thinking Like a Bank

Episode 80: What is Private Placement Life Insurance with Daniel Koller

Listen Later

​Daniel Coller is the Head of Compliance at 1291 Group, a private wealth solutions firm located in Europe that helps clients internationally mitigate taxes, and protect their assets, along with other custom-tailored wealth solutions.

Our main topic of discussion today is Private Placement Life Insurance. What is private placement life insurance? Who is it usually a good fit for, and how does private placement life insurance work?

This episode talks about:

  • ​Daniel's background in international financial services
  • What is Private Placement Life Insurance (PPLI) and how does it work?
  • What is niche insurance and how are PPLI policies different from other life insurance policies?
  • Who are the parties involved in setting up PPLI? The external and internal aspects of it?
  • The minimum net worth requirement to qualify for PPLI?
  • The advantages of investing in PPLI under the acronym PATEC.
  • Can PPLI policy owners withdraw from their cash value or borrow against it at any time?
  • The portability features of PPLI, in an international setting.
  • The role of the financial professional in helping PPLI clients in building strong investment options, mitigating taxes, and asset protection.
  • Is there a growing market for Private Placement Life Insurance amongst wealthy individuals and businesses globally?

    • To connect with Daniel Coller and learn more about Private Placement Life Insurance, please visit:

    👉Company Website➡️https://www.1291group.com/

    👉Linkedin ➡️https://www.linkedin.com/in/daniel-koller-42a8368/

    👉Email ➡️[email protected]

    👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

    👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins

    📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

    🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

    ...more
    View all episodesView all episodes
    Download on the App Store
    Thinking Like a BankBy Sarry Ibrahim
    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    41 ratings