Investment Strategies and Tax Implications

In this episode of ReSolve Riffs, host Rodrigo Gordillo is joined by Riccardo Gambineri, President at Crown Global Life Insurance Group, and Frank Seneco, President at Seneco Global Advisors. The discussion delves into sophisticated wealth planning solutions with a focus on private placement life insurance, comparing U.S., U.K., and offshore products while addressing topics such as asset protection, tax deferral, and strategic estate planning.

Topics Discussed

• Differences in Private Placement Life Insurance across Jurisdictions and Regulatory Frameworks

• Investment Flexibility and Portfolio Diversification within PPLI Structures

• Regulatory Compliance and Jurisdictional Challenges in Domestic and Offshore Markets

• Mechanics of Policy Borrowing, Interest Rates, and Accessing Cash Value

• Asset Protection and Creditor Shielding Advantages of Offshore Policies

• Transparent Cost Structures and the Value Proposition of PPLI versus U.K. Bonds

• Tax Implications, Deferral Mechanisms, and Estate Planning Strategies

• Integrating Comprehensive Family Governance and Customized Advisory Solutions

Mentioned in this episode:

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