Ep. 64 – PPLI in Practice: A Conversation with Carl Peterson

Gain insights into how high‑net‑worth families are leveraging Private Placement Life Insurance (PPLI) in their long‑term planning strategies in the latest episode of Future Focused: Sophisticated Estate Planning. Hosts Michael Clear and Erin Nicholls sit down with Carl Peterson of Lindberg & Ripple to break down what PPLI really is, who it’s designed for, and why it’s gaining traction among investors with $5 million or more in investable assets. Carl tackles common misconceptions, such as whether existing assets can be moved directly into a policy or how much investment control an owner can retain, while highlighting the significant tax advantages and administrative efficiencies that PPLI can offer. Tune in for a clear, practical overview of one of today’s most powerful estate planning tools.