Monthly Archives: September 2012

Message to UBS (and Other Swiss Banks)

A.¬† Overview Over the course of the last twelve years that I have been active in the recommendation of private placement insurance solutions, I have had the opportunity to meet and solicit business with a number of private banks and … Continue reading

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Strategic Investment Tax Planning for Non-Resident Aliens Using Private Placement Life Insurance – Part III

Overview¬† Part I of this series on investment tax planning for non-resident aliens (NRAs) focused on the potential tax benefits of private placement variable annuities (PPVA). Part II focused on the use of PPVA contracts by NRAs to invest in … Continue reading

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