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Increasing after-tax, after-advisory fee retirement income for high net worth clients: The private placement life insurance solution many fee-only RIAs and family offices are missing
In today’s low-yield environment, bond portfolios pose more tax-liability, interest rate risk, and credit risk to client portfolios than protection against market risk from their equity investments.
Uncorrelated alternative assets can provide better portfolio diversification for client portfolios in such a low interest rate environment. Unfortunately many alternative assets are just as tax-inefficient as bond portfolios for high net worth clients.
Private placement life insurance allows RIAs to create their own alternative asset strategies and turn high yielding tax-inefficient assets into high-yielding after-tax, after-advisory fee retirement income for their high net worth clients—all while charging their AUM fee on the assets.
