Private Placement Variable Annuities (PPVAs) remained an important planning tool for many high-net-worth investors seeking tax-efficient strategies and greater investment flexibility within their broader wealth planning framework.
In this interview with Asset TV, Chuck Nachman, President US and Chief Operating Officer of Axcelus Financial, discusses the key features of PPVAs and how they can support a range of wealth planning objectives.
The conversation covers the tax-deferred growth potential of PPVAs, their investment flexibility and customization, how they differ from traditional retail annuities, and why they are often considered in charitable and legacy planning discussions. Chuck also shares his perspective on the value of tax-efficient planning in an increasingly uncertain tax environment.
“Investors and families should regularly review their wealth planning strategies, consider their investment goals and objectives, and evaluate the range of features and benefits that annuity solutions may offer as part of a comprehensive financial plan.”
— Chuck Nachman
Watch the full interview below / here.
https://www.assettv.com/video/annuities-awareness-month-understanding-ppva
Find out more about PPVA solutions here: https://www.axcelus.com/private-placement-variable-annuities/
*This content is provided for informational and educational purposes only and should not be construed as tax, legal, investment, or other professional advice. Tax treatment and planning outcomes depend on individual circumstances.
