Private Placement Life Insurance (PPLI) is a tool for wealth, estate, and succession planning. It's adaptable to the most complex situations, making it perfect for a high-net-worth investor.
In partnership with the best in-class insurance providers, Clout Capital allows you protect your assets while ensuring tax-efficient growth.
Private Placement Life Insurance (PPLI) is a tool for wealth, estate, and succession planning. It's adaptable to the most complex situations, making it perfect for a high-net-worth investor.
In partnership with the best in-class insurance providers, Clout Capital allows you protect your assets while ensuring tax-efficient growth.
In California, a high-net-worth individual made a $1 million in ETF Stock investment (QQQ) in January 2019 (QQQ $149), then sold the entire position for $2,170,00 in January 2022 (QQQ $402.35).
In California, a high-net-worth individual made a $1 million in ETF Stock investment (QQQ) in January 2019 (QQQ $149), then sold the entire position for $2,170,00 in January 2022 (QQQ $402.35).
*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 ETF Stock (QQQ) 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 ETF Stock (QQQ) 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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