Solutions
The 
Advantage
Expanded investment opportunities
Private placement life and annuity products offer a sophisticated solution for individuals seeking to optimize their wealth strategy through advanced tax planning and customized investments.
Tax Efficiency
PPLI/VA allows investments to grow within the policy without incurring annual income taxes – enabling efficient compounding over time. Upon the insured’s passing, the policy’s death benefit (including accumulated investments gains) transfers to beneficiaries income tax-free, offering a powerful legacy planning tool.
Custom Investment Alternatives
Unlike traditional life insurance, PPLI provides access to a broad spectrum of alternative investments, including hedge funds and private equity, tailored to your financial objectives.
Liquidity
Policyholders may access cash value through structured loans or withdrawals, often without triggering taxable events.
More Value. More Vision.
More Ahead.
We can help determine which of your
clients would benefit most from private placement products without any cost to
you.
30+ years of collective experience
We’ve been in your shoes. Being an advisor has its own unique struggles and upsides. We want to minimize the challenges related to asset protection and alternative investments.