Private Placement Life Insurance Qualifying Questionnaire

Submit your info below and see if you qualify for PPLI – the ultimate eatate and investment planning tool for high-net-worth individuals.

1. First Name *

2. Last Name *

3. Email Address *

4. Phone Number *

5. Current Age *

6. What is the total amount of your Investable Assets? *

7. What amount of your investable assets that you listed in question 6 do you want to keep out of your estate? *

8. What amount of the assets that you listed in question 6 are you willing to keep invested for 15+ years before you or your beneficiaries need access to the money?*

9. What amount of your investable assets that you listed in Question 6 will be taxed at ordinary income or short-term capital gains tax rates (e.g. treasuries, corporate debt, high yield debt, private lending, hedge funds, short-term trading/market timing strategies, alternatives, REITs)? *

10. What amount of your investable assets that you listed in Question 6 will be taxed at long-term capital gains rates (long stock positions, private equity, private business interests, etc)? *

11. Of the amount of assets you listed in Question 10, what amount do you plan on holding onto for life and passing onto your kids at death (e.g. S&P500 fund, private business interests, etc)? *

12. Of the amount of assets you listed in question 6, what amount are currently locked up in illiquid investments that you can't exit for 3 years or more? *

13. What is your current state of residence? *

14. Would you prefer to pick your own investment funds or would you rather pay an investment advisor to do this for you? *

(A) Pick my own investment funds.

(B) Pay an advisor to pick the investment funds.

15. Of the amount of assets you listed in question 6, what amount do you want to keep invested in safe assets (e.g. treasuries, corporate debt, cash reserves, etc)? *

16. What is the minimum amount of your investable assets you listed in question 6 that you expect to spend every year? *

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