Resources

Elegant Solution For Non US Citizens – Leslie Giordani, Michael Ripp of GSRP (PDF)
The Future of US Taxation and how to prepare – Nick Stovall, CPA PFS (PDF)
Planning for Taxing Times – Bob Chesner of GSRP (PDF)
PPLI vs Taxable (MEC) example (PDF)
PPLI vs Taxable (Non Mec) example (PDF)
Insuring HNW Clientele – SNL Financial (PDF)
PPLI Tutorial – Bob Chesner, Leslie Giordani GSRP (PDF)
PPLI White Paper – Bob Chesner, Leslie Giordani GSRP (PDF)
PPLI Q and A - Bob Chesner, Leslie Giordani GSRP (PDF)
Tax Management Intl White Paper (PDF)
Why Investment Advisors Need to Know About PPLI – Bob Chesner, GSRP (PDF)
Download all: articles.zip (5.8 MB)