Life Insurance Strategies
How Can I Use PPLI to Support My Parents After a Liquidity Event?
PPLI can generate tax-advantaged income for your parents post-liquidity event without triggering capital gains or burning through your gift-tax lifetime exemption.
Integrating Life Insurance With a Digital Asset Strategy
How high-net-worth crypto holders can use whole life, PPLI, IUL, and premium financing alongside digital assets for liquidity, estate equalization, and wealth transfer.
PPLI vs IUL: Key Differences for Digital Asset Holders
Compare Private Placement Life Insurance and Indexed Universal Life Insurance, structure, eligibility, investment control, costs, and suitability for digital asset wealth.
What Is Private Placement Life Insurance (PPLI)?
PPLI is an institutional-grade variable life insurance policy for accredited investors. Learn minimum qualification thresholds, investor-control rules, and how XRP holders may fund premiums without selling.
Disclosures
DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to qualified independent tax professionals.
DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.
Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.
Insurance products and services are offered through Xure Insurance or its affiliates.
Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.
Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.
Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.
Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.
The information on this site is for general educational purposes and is not legal or tax advice.