Turn investment income into tax-free income

If you have a large amount of investment income, your tax burden can be from a low of $42.4% to as high as 53.4%. With a PPVA investment account a wealthy client (Jim) can put after-tax dollars to work in a tax-deferred account.  With a private placement variable universal life insurance (PPLI), you put after-tax dollars to work in the form of an insurance premium. 

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