Unlock exclusive investment opportunities to fortify financial legacies.
PPLI offers high-net-worth families a sophisticated financial strategy that combines life insurance with exclusive investment opportunities. It is a vital tool in comprehensive estate planning and wealth preservation, optimizing financial legacies while minimizing tax burdens.
Get tax-deferred growth on investment returns, allowing policyholders to maximize their wealth accumulation while minimizing tax liabilities.
Through its private placement structure, policyholders can shield investments from creditors and legal judgments.
Gain access to a wide range of investment opportunities beyond traditional securities, such as hedge funds, private equity and real estate.
PPLI policies are customizable to align with individual financial objectives and estate planning needs.
Access to Over 75 insurance carriers
CPS Private Client Solutions (CPS | PCS) is a pioneer in the realm of insurance planning. With a seasoned team of industry veterans, we've honed our craft to provide comprehensive risk management strategies supported by insurance.
