Private Placement Life Insurance (PPLI) is a tax efficient tool for wealth, estate, and succession planning, adaptable to the most complex situations, making it perfect for a high-net-worth investor.
It is now available to crypto investors who want to protect their assets while allowing them to grow tax-efficiently. At Clout Capital we offer this in partnership with the best-in-class insurance providers, tailored made for a new breed of investors.
Private Placement Life Insurance (PPLI) is a tax efficient tool for wealth, estate, and succession planning, adaptable to the most complex situations, making it perfect for a high-net-worth investor.
It is now available to crypto investors who want to protect their assets while allowing them to grow tax-efficiently. At Clout Capital we offer this in partnership with the best-in-class insurance providers, tailored made for a new breed of investors.
In California, a high-net-worth individual made a $1 million Crypto investment in January 2019 (BTC-USD $3,798), then sold the entire position for $12,568,00 in January 2022 (BTC-USD $47,737).
In California, a high-net-worth individual made a $1 million Crypto investment in January 2019 (BTC-USD $3,798), then sold the entire position for $12,568,00 in January 2022 (BTC-USD $47,737).
*20% LTCG rate + 13.3% CA state tax rate + 3.8% Net Investment Income Tax (NIIT)
Consider, as an example, the above-mentioned case study, if the same individual had acquired $1 million of Crypto (BTC) using an insurance dedicated fund within an existing Private Placement Life Insurance (PPLI) policy, the net rate of return would have dramatically increased (as shown in the results table below).
Consider, as an example, the above-mentioned case study, if the same individual had acquired $1 million of Crypto (BTC) using an insurance dedicated fund within an existing Private Placement Life Insurance (PPLI) policy, the net rate of return would have dramatically increased (as shown in the results table below).
*All projections are approximations. Actual returns will vary based on timing of policy charges and other associated costs.
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