Private Placement

Private Placement Life Insurance (PPLI) is a tax-eliminated investment strategy that gives sophisticated investors access to any asset class and investment strategy without the performance drag of income / capital gains taxes.

Private Placement Variable Annuity (PPVA) is a tax-advantaged investment strategy that gives sophisticated investors access to any asset class and investment strategy while deferring taxation for decades. This strategy is particularly valuable for the elderly / uninsurable or families with charitable foundations.