Our goal is to help advisors and their clients maximize their estate and charitable planning though the analysis, design, implementation and ongoing management of private placement insurance products.

Private placement insurance products offer accredited investors access to both investment alternatives and customized product designs that are difficult or impossible to obtain in traditional or registered products. They provide a broad range of non-correlated asset choices as well as similar registered investment options when compared to traditional registered variable products. They are optimal for their use as a tool to address a multitude of financial, charitable, estate and income tax planning objectives.

Private placement products provide flexibility in both policy charges and structure. Each policy is a private offering to a specific individual (rather than a general offering to the public) and the policy can be customized to the specific client’s needs.

Private placement Insurance allows clients to reduce or eliminate taxes on alternative investments and maximize the after-tax benefit.

Private placement annuities defer taxes on alternative investments, while enhancing estate and charitable planning.

We can help you maximize estate planning and charitable goals through the use of Private Placement Products

Private Placement Life Insurance is an unregistered securities product and is not subject to the same regulatory requirements as registered variable products. As such, Private Placement Life Insurance (or Annuities) should only be presented to accredited investors or qualified purchasers as described by the Securities Act of 1933.