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Questmont's
VIDEO LIBRARY
Taylor Ranker: The Foundation of Questmont Virtual Family Office
ABC Morning Blend
Our Expertise: Tax Planning
Tax Benefits You Should Know About: Private Placement Life Insurance 2
Powerful Strategies: Charitable Giving Before a Business Sale
Questmont Eats Tax Planning for Breakfast: Control Your Insurance Costs and Claims 1
1 PPLI insurance is a complex life insurance product that requires financial sophistication and significant risk tolerance of the policy owner and does not provide any guaranteed return. PPLI products are not registered under any securities laws, purchasers must meet the “accredited investor” and/or “qualified purchaser” requirements under applicable Securities and Exchange Commission (SEC) regulations. The funding of PPLI insurance involves significant premiums in the initial policy years as well as potential ongoing expenses. Favorable tax rules for policy loans and withdrawals will not apply if the PPLI policy is or becomes a MEC (Modified Endowment Contract). PPLI insurance requires the insured to complete extensive financial and medical underwriting requirements to determine insurability.
2 Questmont VFO and Financial Professionals of Kestra and its affiliates do not provide advice on establishing a captive insurance plan. Owner-insureds have risks including, but not limited to capital risk, capitalization requirements, and associated fees.
