Our Global Institutions practice provides investment managers and their institutional client base (both domestic and non-U.S.) with unique, tax-efficient structures to access U.S. private markets.
Group Variable Annuities (GVA) can provide key benefits to institutional investors (both domestic and non-U.S.), including tax deferral, asset protection, reduced administrative complexity and costs, and access to a wide range of alternative investment managers.
Institutional investors also utilize GVA for consolidated reporting, unlimited contributions, institutional pricing, and regulatory compliance.
Corporate-owned life insurance (COLI), bank-owned life insurance (BOLI), and insurance company-owned life insurance (ICOLI) can provide benefits to institutions to minimize tax burdens, generate tax-advantaged returns and offset the costs associated with employee benefits. In addition to favorable tax treatment, there may also be favorable balance sheet/capital treatment for certain institutions.