Insights On Private Placement Strategies

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Asset TV Video: “Understanding PPLI”

In this interview, Scott Hedgepeth, CFO & Chief Actuary of Axcelus Financial, provides an overview of Private Placement Life Insurance and discusses key considerations that may arise when evaluating wealth preservation, legacy planning, and long-term financial strategies.

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What to Expect When Applying for Private Placement Life Insurance

Private placement life insurance (PPLI) underwriting is a thorough process that evaluates medical history, financial circumstances, and the purpose of the coverage to ensure the policy is appropriately structured.

Lombard International US & Bermuda is now Axcelus Financial

Lombard International US & Bermuda is now Axcelus Financial! Get to know our new brand and what it means for you – our clients, partners and connections.

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Asset TV video: “Understanding PPVA”

In this conversation, Chuck Nachman, President US and Chief Operating Officer of Axcelus Financial, discusses Private Placement Variable Annuities (PPVAs) and considerations relevant to a range of wealth planning objectives.

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2026 PPLI Market Report: Industry Data on Private Placement Life Insurance

The annual PPLI Market Report from Lion Street and Life Insurance Strategies Group helps advisors stay informed on industry trends and developments. The 2026 edition includes information reported by participating carriers, including Axcelus Financial.

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Dynasty Trusts Planning – Exploring How PPVAs Can Support Multi-Generational Strategies

Families building long-term wealth plans often seek structures that support efficient asset management across generations. This article discusses considerations that arise when Private Placement Variable Annuities (PPVAs) are evaluated alongside “dynasty” trust planning strategies.

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From the Desk of Michael Farrell – 2025 Financial Results

Reflecting on the past year, Michael Farrell, Chief Executive Officer of Axcelus Financial, shares highlights from 2025, including key business milestones, strategic investments, and initiatives undertaken during the year.

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Disaggregating the Components of Insurance for Better Wealth Planning Outcomes

Insurance isn’t one-size-fits-all. By understanding its core attributes—tax-efficient treatment, risk pooling, and the ability to incorporate alternative investment options—advisors can build more tailored wealth strategies for eligible clients. Explore how disaggregating insurance may enhance client planning flexibility.

A Conversation with John Fischer, Co-Founder of Axcelus Financial

John Fischer is the Co-Founder of Axcelus Financial, responsible for International business development. Here we sit down with John to pick his brain on how his original vision for Axcelus Financial is coming to life today and lessons from his 30+ years experience of developing strategic insurance solutions.

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