Offshore Tax Boot Camp
Feb, 2003 - Las Vegas


    Tax Rules for
    Offshore Life Insurance

    by Richard Duke


  • Tax Advantages of Life Insurance 
  • Other Benefits of Variable Life Insurance 
  • Benefits of Offshore Variable Life Insurance 
  • Definition of a U.S. Person for U.S. Securities Laws 
  • U.S. State Department of Insurance Laws 
  • Requirements for Classification as a Variable Life Insurance Policy 
  • International Variable Life Policy 
  • Diversification of Investments 
  • Required Control of Policy Assets by Insurance Company
  • Excise Tax 
  • Legal Structures for Acquiring Offshore Variable Life Insurance
  • Use of a Private Annuity Arrangement With an Offshore Variable Life Policy
  • Death of the Insured

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Tax Rules for Offshore Variable Annuities

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