Our extensive expertise in Private Placement Life Insurance and Annuities enables us to curate solutions for your clients that efficiently and effectively address their unique goals, needs, and tax implications in the U.S. and around the globe.
Private Placement Variable Annuity (PPVA) can be a key tool to help manage estate planning for family offices and high-net-worth individuals. Benefits of PPVA include tax-efficiency, customization, diversification, risk management, and facilitating charitable giving.
PPVA can be designed to offer exposure to multiple investment managers, strategies, and asset classes while reducing the administrative burden to the policyholder of K-1s from underlying investments.
Private Placement Life Insurance (PPLI) is a wealth planning tool used by family offices and ultra-high/high net-worth individuals to grow and preserve wealth while gaining tax efficiencies and facilitating the transfer of wealth to future generations more efficiently and effectively.
PPLI can be tailored to the specific needs of a family, while offering exposure to multiple investment managers, strategies, and asset classes, and reducing the administrative burden to the policyholder of K-1s from underlying investments.
