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CAIA Pacific Northwest - Navigating Private Placement Life Insurance (PPLI): Is It the Right Fit for Your Portfolio in 2025?
Date(s):
November 5, 2025
Note: All times listed are in local time
Venue:K&L LLP Seattle
925 4th Ave
Suite 2900
Seattle, WA 98104
Fee(s):This event has a fee
Description: What if one of the most powerful tools for tax efficiency and wealth preservation was something most investors overlook? Private Placement Life Insurance (PPLI) is often reserved for the ultra-wealthy and misunderstood by many. But what if this strategy could unlock significant advantages for your portfolio—transforming taxable assets into tax-efficient investments? Join us for an exclusive session where we’ll decode the mechanics of PPLI. Learn how it aligns with long-term financial goals, supports legacy planning, and leverages favorable tax codes. Discover how top investors are using PPLI to preserve wealth across generations. Date & Time
Wednesday, November 5th, 2025
4:30PM - 7:30PM Location:
K&L Gates
29th Floor Main Conference Room
925 4th Ave
Seattle, WA 98104
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Ann Marie
Job Title: Principal
Organization: Cohn Financial Group
Speaker Type: Keynote
Ann Marie is a Principal of Cohn Financial Group, an M Financial Member Firm, a Division of Gallagher. Ann Marie specializes in complex life insurance planning and Private Placement Life Insurance (PPLI). She works with high-net-worth families, individuals, RIA’s and family offices throughout the United States. Prior to joining CFG, she worked at Lombard International for three years as their Head of Product Development and Wealth Structuring Services for the U.S. In her role at Lombard, she assisted internal and external partners with understanding private placement solutions and incorporating the solutions in existing and new wealth plans. Prior to joining Lombard International, Ann Marie provided a full range of tax compliance and consulting services for individuals and families, where she headed up the Private Clients Services practice of Ernst & Young (EY) in Philadelphia. She practiced as a Certified Public Accountant for 23 years before joining the insurance industry eight years ago. Ann Marie graduated with Highest Honors from Rutgers College School of Business.
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