Tax Talk

The Advisor’s Guide to Life Insurance Taxation

The Advisor’s Guide to Life Insurance Taxation provides a quick reference to answer common client questions and identifies more complex areas where the PPI Planning Servies team may be required. Here are some of the common questions we answer in this guide:

  • When is there a disposition of a life insurance policy?
  • What is a policy loan?
  • Is the growth in an exempt life insurance policy subject to the passive investment rules?
  • What is an insurance trust?

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The Advisor's Guide to Life Insurance Taxation

PPI Advisory’s Planning Services group is made up of industry experts who work with you in a close-knit, consultative relationship along with your high net-worth clients and their other professional advisors, such as the client’s own lawyers and accountants. The team takes on complex estate planning challenges and intricate tax issues, all of which benefit from a proven flair for innovative thinking.

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