# Private Placement Life Insurance Supports Strategic Estate and Transition Planning Opportunities for Family-Owned Businesses

- Link: https://www.thailand-business-news.com/pr-news/private-placement-life-insurance-supports-strategic-estate-and-transition-planning-opportunities-for-family-owned-businesses
- Published: 2026-07-22T10:21:00+07:00
- Author: MarketersMEDIA Newswire

_Winged Keel Group and Family Enterprise USA Action Leaders Discuss How PPLI Offers
Tax-Efficient Investment Strategies for Ultra-High-Net-Worth Families_

Washington, DC (Hagerstown, MD), United States, July 22, 2026 — Family-owned businesses
evaluating estate planning, business transition, and long-term wealth transfer strategies
may benefit from private placement life insurance strategies, according to a [recent webcast ](https://familyenterpriseusa.com/video-post/understanding-the-ppli-opportunity-the-basics-and-beyond-with-winged-keel-group/)
with Winged Keel Group and Family Enterprise USA Action.

           The webcast, entitled “[Understanding the PPLI Opportunity, The Basics and Beyond](https://familyenterpriseusa.com/video-post/understanding-the-ppli-opportunity-the-basics-and-beyond-with-winged-keel-group/),”
details how private placement life insurance strategies can serve as a flexible 
planning tool for sophisticated families, family offices, and family-owned businesses
seeking tax-efficient investment and wealth transfer strategies.

           The discussion, moderated by Pat Soldano, President, Family Enterprise
USA Action and Family Enterprise USA, features Eric Naison-Phillips, Chief Executive
Officer, Winged Keel Group, and Mark J. Richards, Principal, Winged Keel Group.

Founded in 1989, [Winged Keel Group](https://familyenterpriseusa.com/video-post/understanding-the-ppli-opportunity-the-basics-and-beyond-with-winged-keel-group/)
is an independent life insurance advisory firm specializing in the design, implementation,
and ongoing administration of sophisticated life insurance strategies for ultra-
high-net-worth families.

“PPLI is an effective option for families focused on a achieving a variety of planning
objectives,” said Naison-Phillips. “With hundreds of investment options, considerable
flexibility, and meaningful tax-efficiency, PPLI is an incredibly powerful structure
for those family businesses looking to maximize returns.”

Since its founding, Winged Keel has helped clients acquire more than $125 billion
in coverage and today serves clients through a team of 140 professionals nationwide.
Winged Keel is widely recognized as a leader in Private Placement Life Insurance
design and implementation for ultra-high-net-worth families and family offices.

Richards added that PPLI strategies are particularly effective when integrated into
a broader wealth transfer strategy, enhancing after-tax yields,” and helping fund
estate and liquidity liabilities.

“These webcasts are designed to bring new ideas, strategies, and tools to help family-
owned businesses, family office managers, and successful families navigate today’s
challenging economic and policy environment,” said Soldano. “PPLI may be a complementary
solution to other planning strategies for family businesses and successful families
to investigate.”

For more information and to view the webcast go to: **FEUSA Action** **Winged Keel
Webcast.**

**About FAMILY ENTERPRISE USA ACTION**

**Family Enterprise USA Action (formerly Policy and Taxation Group) engages with
legislators on Capitol Hill on behalf of family-owned businesses, family offices,
and successful families. It is focused exclusively on the critical tax and economic
policies that impact them. FEUSA Action is the leading advocacy group working daily
in Washington, D.C., to reduce and eliminate estate tax, gift tax, and generation
skipping transfer tax while blocking increased income and capital gains taxes, the
creation of a wealth tax, and other hostile policies that punish hardworking taxpayers
and success in the U.S. It is a bipartisan 501.c4 organization.**

**About Family Enterprise USA**

**Family Enterprise USA promotes family-owned business creation, growth, viability,
and sustainability by advocating for family businesses and their lifetime of savings
with Congress in Washington, D.C. FEUSA represents and celebrates all sizes, professions
and industries of family-owned enterprises and multi-generational employers. FEUSA
is a 501.C3 organization**

**About Winged Keel Group**

**Winged Keel Group is the premier national platform for the structuring, implementation,
and administration of high-end life insurance solutions. With coverage teams across
17 markets nationally, the firm specializes in Traditional Life Insurance, Business
Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-
Owned Life Insurance portfolios. For more information on Winged Keel Group, please
visit www.wingedkeel.com. **



Contact Info: 
Name: Bob ChewEmail: [Send Email](https://send.releasecontact.com/89198479)
Organization: Family Enterprise USA and Family Enterprise USA ActionAddress: 712
H Street NE Suite 1330, Washington DC, United StatesPhone: 310-383-0528Website: 
[https://familyenterpriseusa.com/](https://familyenterpriseusa.com/)

Video URL: [https://www.youtube.com/watch?v=b2w7GZ2FBmo](https://www.youtube.com/watch?v=b2w7GZ2FBmo)

Release ID: 89198479

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**Source** : [Private Placement Life Insurance Supports Strategic Estate and Transition Planning Opportunities for Family-Owned Businesses](https://news.marketersmedia.com/private-placement-life-insurance-supports-strategic-estate-and-transition-planning-opportunities-for-family-owned-businesses/89198479?rand=206000)

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