Generated by Rank Math SEO, this is an llms.txt file designed to help LLMs better understand and index this website.

# Axcelus Financial: Custom Solutions for Investors

## Sitemaps
[XML Sitemap](https://www.axcelus.com/sitemap_index.xml): Includes all crawlable and indexable pages.

## Posts
- [Dynasty Trusts Planning – Exploring How PPVAs Can Support Multi-Generational Strategies](https://www.axcelus.com/2026/03/10/dynasty-trust-planning-exploring-how-ppvas-can-support-multigenerational-strategies/): Families building long‑term wealth plans often look for structures that support tax-efficient growth and long-term asset management across generations. Within this broader landscape, some planners explore how Private Placement Variable Annuities (“PPVAs”) can work alongside multi‑generational, or “dynasty” trust planning strategies.
- [From the Desk of Michael Farrell – 2025 Financial Results](https://www.axcelus.com/2026/02/25/from-the-desk-of-michael-farrell-2025-financial-results/): 2025 was a meaningful year for Axcelus. I’m proud of what our team accomplished and grateful for the continued trust our clients, advisors, and partners place in us. That trust has been at the center of our business for more than 30 years, and it continues to guide how we serve you every day.
- [Disaggregating the Components of Insurance for Better Wealth Planning Outcomes](https://www.axcelus.com/2025/11/21/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](https://www.axcelus.com/2025/10/27/in-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.
- [Axcelus Financial and SS&C Technologies Forge Strategic Technology Partnership](https://www.axcelus.com/2025/10/06/axcelus-financial-and-ssc-technologies-forge-strategic-technology-partnership/): Axcelus Financial (“Axcelus”), a leader in life insurance and annuities, today announces a long-term strategic partnership with SS&C Technologies, a global provider of financial technology and administrative support, to enhance Axcelus’ technology and operational capabilities.
- [Axcelus Financial Welcomes Michelle Pedigo as Senior Managing Director, Distribution](https://www.axcelus.com/2025/05/15/axcelus-financial-welcomes-michelle-pedigo-as-senior-managing-director-distribution/): Axcelus Financial announces the appointment of Michelle Pedigo as Senior Managing Director on the Distribution team. Reporting to Jim Totten, EVP, US Head of Distribution, Michelle brings over 30 years of proven leadership experience in building and growing high-performing sales organizations.
- [Axcelus Financial Strengthens Distribution Leadership Team](https://www.axcelus.com/2025/05/02/axcelus-financial-strengthens-distribution-leadership-team/): John Fischer, Co-Founder of Axcelus Financial, will take on the new role of Senior EVP & International Head of Distribution, and Jim Totten, formerly Market Leader at Invesco, has joined the firm as EVP & U.S. Head of Distribution.
- [Boosting Credit Investment Returns with Structural Alpha](https://www.axcelus.com/2025/04/22/boosting-credit-investment-returns-with-structural-alpha/): Chuck Nachman, U.S. President & Chief Operating Officer, discusses the potential value of "structural alpha" to enhance credit investment returns. Learn how tax-advantaged structures, such as, private placement variable life insurance (PPLI) and private placement variable annuities (PPVA) can create structural alpha.
- [Axcelus Financial Expands U.S. Board of Directors With Two Key Appointments](https://www.axcelus.com/2024/08/13/axcelus-financial-expands-u-s-board-of-directors-with-two-key-appointments/): Axcelus Financial announces the appointments of Michael Fanning, the CEO of Advisor360°, and Nicholas Kabcenell, the Co-Founder of Structured Capital Partners (SCP), to its U.S. Board of Directors.
- [Axcelus Financial Hits Record Assets of $14 Billion](https://www.axcelus.com/2024/04/10/axcelus-financial-hits-record-assets-of-14-billion/): Strong investor interest in alternative assets, driven by the current macro environment, has played a significant role in Axcelus’ asset growth this year.
- [A Letter from our CEO: 1 Month as Axcelus Financial](https://www.axcelus.com/2024/03/06/a-letter-from-our-ceo-1-month-as-axcelus-financial/): As we reflect on the month since we officially became Axcelus Financial, I am filled with immense pride and gratitude.
- [Lombard International US & Bermuda Rebrands to Axcelus Financial Following BroadRiver Acquisition](https://www.axcelus.com/2024/01/18/lombard-international-us-bermuda-rebrands-to-axcelus-financial-following-broadriver-acquisition/): A leader in the private placement space, providing innovative and customized insurance based solutions.
- [Lombard International US & Bermuda is now Axcelus Financial](https://www.axcelus.com/2024/01/12/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.

## Pages
- [Private Placement Variable Annuities](https://www.axcelus.com/private-placement-variable-annuities/): A leader in the private placement space, providing innovative and customized insurance based solutions.
- [Private Placement Life Insurance](https://www.axcelus.com/private-placement-life-insurance/): A leader in the private placement space, providing innovative and customized insurance based solutions.
- [Individuals and families – Contact Us](https://www.axcelus.com/individuals-and-families-contact-us/): A leader in the private placement space, providing innovative and cU.S.tomized insurance based solutions.
- [Institutions – Contact Us](https://www.axcelus.com/institutions-contact-us/): A leader in the private placement space, providing innovative and cU.S.tomized insurance based solutions.
- [Opt-out preferences](https://www.axcelus.com/opt-out-preferences/): This page was last changed on September 4, 2025, last checked on September 4, 2025 and applies to citizens and legal permanent residents of the United States.
- [Privacy Policy](https://www.axcelus.com/privacy-policy/): A leader in the private placement space, providing innovative and cU.S.tomized insurance based solutions.
- [Privacy Policy for California Residents](https://www.axcelus.com/privacy-policy-for-california-residents/): A leader in the private placement space, providing innovative and cU.S.tomized insurance based solutions.
- [Insights](https://www.axcelus.com/insights/): A leader in the private placement space, providing innovative and cU.S.tomized insurance based solutions.
- [Terms of Service](https://www.axcelus.com/terms-of-service/): A leader in the private placement space, providing innovative and cU.S.tomized insurance based solutions.
- [Careers](https://www.axcelus.com/careers/): A leader in the private placement space, providing innovative and cU.S.tomized insurance based solutions.
- [Institutions](https://www.axcelus.com/institutions/): A leader in the private placement space, providing innovative and cU.S.tomized insurance based solutions.
- [Individuals and Families](https://www.axcelus.com/individuals-and-families/): A leader in the private placement space, providing innovative and cU.S.tomized insurance based solutions.
- [About](https://www.axcelus.com/about/): A leader in the private placement space, providing innovative and customized insurance based solutions.
- [Home](https://www.axcelus.com/): A leader in the private placement space, providing innovative and customized insurance based solutions.
- [Contact](https://www.axcelus.com/contact/): A leader in the private placement space, providing innovative and cU.S.tomized insurance based solutions.

## Distribution Team
- [John Gatesman](https://www.axcelus.com/distributionteam/john-gatesman/)
- [Liam Doviak](https://www.axcelus.com/distributionteam/liam-doviak/)
- [Amy Lavoie](https://www.axcelus.com/distributionteam/amy-lavoie/)
- [Brian McGrath](https://www.axcelus.com/distributionteam/brian-mcgrath/)
- [Michelle Pedigo](https://www.axcelus.com/distributionteam/michelle-pedigo/)
- [Addison West](https://www.axcelus.com/distributionteam/addison-west/)

## Theme Parts
- [Blog Header](https://www.axcelus.com/?jet-theme-core=blog-header)
- [Off Canvas Contact Form](https://www.axcelus.com/?jet-theme-core=off-canvas-contact-form): Contact Form - Homepage (#3)First NameLast NameCompanyEmailPhone/MobileTypeSelect OneIndividualAdvisorInstitutionYour MessageSubmit Form
- [Page – off-canvas form](https://www.axcelus.com/?jet-theme-core=page-off-canvas-form): Click Here Let's Talk Contact U.S. Contact Form - Homepage (#3)First NameLast NameCompanyEmailPhone/MobileTypeSelect OneIndividualAdvisorInstitutionYour MessageSubmit Let's Talk Contact U.S. Contact Form - Homepage (#3)First NameLast NameCompanyEmailPhone/MobileTypeSelect OneIndividualAdvisorInstitutionYour MessageSubmit
- [Job Description](https://www.axcelus.com/?jet-theme-core=job-description)

## Listing Items/Components
- [board 3](https://www.axcelus.com/?jet-engine=board-3-2)
- [skip 2 Team Member Grid](https://www.axcelus.com/?jet-engine=skip-2-team-member-grid): more
- [DistributionGrid Item](https://www.axcelus.com/?jet-engine=distributiongrid-item): More
- [Board 3](https://www.axcelus.com/?jet-engine=board-3): More
- [Team Member Grid](https://www.axcelus.com/?jet-engine=team-member-grid): More
- [Team Member 2](https://www.axcelus.com/?jet-engine=team-member-2): more
- [Board Member Grid](https://www.axcelus.com/?jet-engine=board-member)
- [Team Member](https://www.axcelus.com/?jet-engine=team-member): more

## Board Members Post
- [Hon. Thomas B. Considine](https://www.axcelus.com/board-members-post/hon-thomas-b-considine/)
- [Michael Fanning](https://www.axcelus.com/board-members-post/michael-fanning/)
- [Tanya Holcomb, Esq.](https://www.axcelus.com/board-members-post/2065/)
- [Nicholas Kabcenell](https://www.axcelus.com/board-members-post/nicholas-kabcenell/)
- [Cynthia Meyn](https://www.axcelus.com/board-members-post/board-member-ii/)
- [Andrew Plevin](https://www.axcelus.com/board-members-post/board-member-iv/)
- [Philip Siller](https://www.axcelus.com/board-members-post/board-member-iii/)

## Leadership Team Post
- [Michael Farrell](https://www.axcelus.com/leadership-team-post/1728/)
- [Chuck Nachman](https://www.axcelus.com/leadership-team-post/chuck-nachman/)
- [Satish Bhat](https://www.axcelus.com/leadership-team-post/satish-bhat/)
- [John Fischer](https://www.axcelus.com/leadership-team-post/john-fischer/)
- [Scott Hedgepeth](https://www.axcelus.com/leadership-team-post/scott-hedgepeth/)
- [Virginia Klein](https://www.axcelus.com/leadership-team-post/virginia-klein/)
- [Jessica Lloyd](https://www.axcelus.com/leadership-team-post/jessica-lloyd/)
- [John Reilly](https://www.axcelus.com/leadership-team-post/john-reilly/)
- [Ryan Roebuck](https://www.axcelus.com/leadership-team-post/ryan-roebuck/)
- [Alison Soderberg](https://www.axcelus.com/leadership-team-post/alison-soderberg/)
- [James “Jim” Totten](https://www.axcelus.com/leadership-team-post/james-jim-totten/)
- [Jaclyn Green](https://www.axcelus.com/leadership-team-post/jaclyn-green/)

## Job Opening
- [Senior Executive Account Manager](https://www.axcelus.com/job-opening/senior-executive-account-manager-copy/): Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...
- [Senior Executive Account Manager](https://www.axcelus.com/job-opening/senior-executive-account-manager-copy-copy-4/): Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...
- [Senior Executive Account Manager](https://www.axcelus.com/job-opening/senior-executive-account-manager-copy-copy-3/): Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...
- [Senior Executive Account Manager](https://www.axcelus.com/job-opening/senior-executive-account-manager-copy-copy-2/): Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...
- [Senior Executive Account Manager](https://www.axcelus.com/job-opening/senior-executive-account-manager-copy-copy/): Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...
- [Senior Executive Account Manager](https://www.axcelus.com/job-opening/senior-executive-account-manager/): Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiU.S.mod tempor incididunt...

## Categories
- [Article](https://www.axcelus.com/category/article/)
- [FAQ](https://www.axcelus.com/category/faq/)
- [News](https://www.axcelus.com/category/news/)
- [Q&A](https://www.axcelus.com/category/qa/)