Media KitColva Actuarial Services

Helpingfeeonly RIAs provide better retirement strategies for theirclients through improved aftertax, afteradvisory free solutions

PPLI for RIAs

In the wake of new tax-increases, RIAs can place tax-inefficient investment strategies inside a tax-free PPLI vehicle and have all the appreciation on the assets be tax-free and outside of the client’s estate.

PPLI for Estate Attorneys

Utilizing traditional grantor trust strategies means the realized appreciation on the assets in the trust will be taxable to the grantor and may not qualify for step-up in basis.

Using a PPLI strategy for these clients means that all appreciation will be both tax-free and outside of the estate. With the new tax proposals looking to eliminate the benefits of grantor trusts, the PPLI strategy will be one of the few ways wealthy clients can get tax-free appreciation outside of their estate.

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