Private Placement Life Insurance and Annuities

Available to accredited investors and qualified purchasers, private placement variable life insurance (PPLI) and private placement variable annuities (PPVA) are wealth structuring solutions for investors seeking to defer or eliminate income tax and any tax reporting associated with investment activities. The products provide access to both investment alternatives and product designs that may not exist with traditional tax inefficient investment products.

We are a dedicated resource in working with advisors so that clients can properly secure and structure either PPLI or PPVA. Transparency and identifying the value-add with a trustworthy firm is important when incorporating this solution to complement traditional death benefit protection coverage.