You can trust that our team has the experience and knowledge to deliver, credible, tested and workable solutions to problems that are not always black and white.
Private Placement Life Insurance is a key component in a well thought out wealth management plan. Our team’s structures are carefully designed to ensure compliance of every necessary level to maximize income and estate tax advantages effectively.
Our goal is to provide the best structure for the management of a client’s investment portfolio. A private placement policy offers access to Insurance Dedicated Funds (IDF) and Separately Managed Accounts (SMA) that can hold a variety of assets which transcend traditional marketable securities.