Axcelus Financial
A leader in the private placement insurance space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and preserve their assets.
At Axcelus, it’s all about service – for our clients and each other. We’ve been dedicated to making a difference in people’s lives since our founding 30 years ago.
Axcelus Financial
A leader in the private placement space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and preserve their assets.
At Axcelus, it’s all about service – for our clients and each other. We’ve been dedicated to making a difference in people’s lives since our founding 30 years ago.
Solutions
Enhancing Future Value
Individuals & Families
Axcelus Financial specializes in life insurance and annuity-based solutions that are tailored for each client. Our sole focus on the private placement market allows us to be nimble while offering personalized, direct support.
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Institutions
Axcelus Financial provides institutional asset managers with access to cutting-edge structures that offer the opportunity of improved efficiency to domestic and non-U.S. institutional investors investing in select U.S. private markets strategies (such as private credit, real estate, infrastructure and natural resources) while improving tax efficiency.
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What is
PPLI and PPVA?
Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA) are flexible wealth planning tools used by family offices and high-net-worth individuals to achieve multiple objectives, including tax-efficient investing, and facilitating streamlined wealth transfer to future generations.
Investment managers and fund sponsors, and their institutional investor base (domestic and non-U.S.), take advantage of PPVA to create a tax-efficient means for holding alternative investments, including U.S. private markets and hedge funds.
If structured and administered appropriately, the use of insurance-based solutions can offer tax efficiency on investment gains and income accumulated.
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About Us
Get to Know Axcelus Financial
Building on three decades of private placement innovation for clients and institutions, the Axcelus team is a trusted market leader providing high-quality, purpose-driven, insurance-based investment solutions for high-net-worth investors and institutions.
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Insights
Education and Thought Leadership
Read our latest articles, POVs, case studies, and more to learn how insurance-based investment solutions can augment your clients’ investment portfolios, and offer the potential for improved after-tax, net investment performance.