PPLI vs. Traditional Life Insurance: What’s the Difference?
Centura's Managing Director, Derek Myron, Featured in San Diego Business Journal's Wealth Management Roundtable
San Diego, CA - Centura is proud to announce that Derek Myron, the company's Managing Director, was featured in the recent wealth management roundtable organized by the San Diego Business Journal (SDBJ).
Private Placement Life Insurance (PPLI)
PPLI is an elegant type of variable life insurance contract that leverages the tax advantages of traditional coverage and provides access to a wider array of investment options. If structured properly, funds may be allocated across a highly customized pool of investments.
The Role of PPLI in Tax-Efficient Financial Planning
Private Placement Life Insurance (PPLI) is a financial tool that offers unique benefits for high net worth individuals. PPLI is a form of life insurance designed for accredited investors and qualified purchasers, providing a broad range of investment options with significant tax advantages.
Diversification: A Key Strategy for Mitigating Risk in Your Portfolio
Investing in the stock market can be an exciting and rewarding experience, but it can also be unpredictable and risky. One way to mitigate risk is to have a diversified portfolio, which means investing in a variety of different assets to spread out risk.