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Video instructions and help with filling out and completing Will Form 3520 Effectiveness

Instructions and Help about Will Form 3520 Effectiveness

Meet the Legrand family, a wealthy European family of entrepreneurs. The eldest sister, Camille, moves to America to expand the family business, while her brother, Serge, stays in Europe following their parents' passing. The siblings are shocked to discover that Camille's inheritance is subject to heavy US taxes. Camille decides to contact her advisor for help, and he suggests using private placement life insurance (PPLI) as a wealth preservation tool. Brilliant with PPLI, Camille's inheritance payments come from a properly structured life insurance policy, therefore they aren't taxed. PPLI protects the family, allowing the legacy to benefit future generations. To learn more about PPLI and its applications, contact us toll-free worldwide at 1-877-811-5846. We welcome you to enter advanced financial solutions, be bi a secure Islands in a tax-hungry world.