Spotlight On...

Private Placement

Life Insurance

Learn how Private Placement Life Insurance offers investors tax-deferred growth, tax-free access to capital and the ability to pass investment income tax-free at death.

The Group Annuity Contract:

Creating Tax-Efficiency for Tax Exempt Investors

Read on to understand how tax-exempt institutions, such as, hospitals, universities and foundations can eliminate federal taxation from investments unrelated to their business focus (UBTI).

Spotlight On...

Private Placement

Variable Annuities

Interested in how potential long term investments held within life insurance or an annuity structure can produce incredible tax savings and bolster wealth transfer? Read on to learn about the unique aspects of Private Placement Variable Annuities.