We've put together a comprehensive blog that explains how Private Placement Variable Annuities (PPVAs) can enhance Charitable Remainder Trusts (CRTs). Learn how you can: ?? Maximize income for beneficiaries ?? Grow wealth tax-efficiently ?? Make a lasting charitable impact Read the full article at the link below Have questions or want to explore how this strategy could work for you? Let's connect! https://lnkd.in/eS3ni2JA #CharitablePlanning #PPVA #FinancialFreedom
Investors Preferred
保险业
Sioux Falls，South Dakota 656 位关注者
Bespoke carrier of private placement solutions, partner to advisors seeking tax-efficient strategies for legacy planning
关于我们
PRIVATE PLACEMENT IS ALL WE DO – AND WE DO IT WELL Investors Preferred is a bespoke carrier of private placement solutions for wealth preservation planning. We partner with advisors to create custom, tax-efficient strategies for their clients. Our track record is indisputable: we’re consistently ranked one of the fastest-growing U.S. life insurers by S&P Global Market Intelligence. But, we take more pride in knowing how we got there. Our productivity is a result of our team putting advisors’ clients first and being a trustworthy partner. FROM A PLACE OF 'YES' We designed our firm to be high-touch, because we're intentional about being an exceptional partner and offering unparalleled service. Our size and experienced team empower us to be nimble and act quickly. The investment objectives of advisors’ clients come first, and our team approaches challenges from a place of, “yes,” offering custom and institutionally priced solutions for wealth planning. We have built our reputation by enhancing the legacy of advisor’s clients – and we will be here for as long as their clients need our advice, service, and solutions. DEEP ROOTS IN WEALTH PLANNING Expertise in multi-generational estate planning, tax law, onshore and offshore private placement insurance products, and investment management, converged in the founding of Investors Preferred. Founder and CEO Alan Jahde is a respected, veteran tax attorney. Prior to co-founding Investors Preferred, he also co-founded a Bermuda-based private placement insurance company, in 2001. After assessing the landscape of domestic carriers, Alan joined forces with a multi-generational Family to found Investors Preferred, a South Dakota domiciled firm, in 2013. Today, the strategic direction of the firm is driven by a credentialed management team, as well as a governing board comprised of accomplished industry and financial professionals.
- 网站
-
https://investorspreferred.com
Investors Preferred的外部链接
- 所属行业
- 保险业
- 规模
- 2-10 人
- 总部
- Sioux Falls，South Dakota
- 类型
- 私人持股
- 创立
- 2013
- 领域
- private placement、private placement insurance、private placement life insurance、PPLI、private placement variable life insurance、private mortality coverage、private placement annuities、private placement deferred variable annuities和tax-deferral
地点
Investors Preferred员工
动态
-
This month, our “get to know” series once again moves beyond the walls of IPL’s offices as we introduce you to one of our partners.?This month, we sat down and talked to Rachel Beck, Chief Financial Officer at FIG. Read on to learn more about Rachel and FIG, how she came to her current position, what she wishes more people knew about PPLI and, of course, what she’s watching on TV these days. https://lnkd.in/e9vrN6Fc
-
-
With all of this talk about PPVAs, it's time to share some exciting news! Say hello to Investors Preferred Annuity and Insurance Company, our new Utah-domiciled annuity company. IPA (as we like to call it) offers the same great investment flexibility we have become known for in a more competitive packaging. To learn more about IPA, reach out!??
-
-
Members of the IPL team were able to join?BMO Commercial Bank?at their recent Waste Management Open Welcome Reception. Folks enjoying the event in the photo below include?STEPHANIA PAZMINO,?Alex Phillips,?Pratiksha Adhikari Long?and?Alejandra Paredes, CFP?, CEPA?.
-
-
Our talking about a PPVA + CRT strategy have you curious about how a PPVA transaction actually works? Here's your answer! At the link below, we explain the steps involved in a typical PPVA transaction. https://lnkd.in/eGBhXbGy #PPVA
-
-
Who can benefit from using a PPVA + CRT Strategy? This approach isn't for everyone.?But for the right person, it's transformational. If you're: ? A high-net-worth individual seeking tax-efficient growth ? A philanthropist looking to maximize your charitable impact ? Managing intergenerational wealth through a family office Pairing a PPVA with a CRT could be the solution you've been searching for. Stay tuned as we share a deeper dive into how this strategy works and the benefits it offers. #FinancialPlanning #Philanthropy #EstatePlanning
-
-
Members of the IPL team had the opportunity to join Tradition Capital Bank at the Waste Management Open last week. Some photos below of Nikki Pethtel, Anthony Stanek, Regan Riley, Bradley Losee and Rachit Patel enjoying the golf and surrounding festivities.
-
-
The synergy between Private Placement Variable Annuities and Charitable Remainder Trusts is unmatched. Here's why: ?? Tax-deferred growth means more income for beneficiaries. ?? Access to private investments can enhance trust performance. ?? Larger charitable remainders help you make a meaningful impact. Whether you're planning for your family or your favorite charity, this strategy amplifies your giving potential. Is this a fit for your financial goals? Let's connect to explore. #PPVA #CharitableGiving #LegacyPlanning
-
-
Earlier this week, we spoke about the power of combining a PPVA with a Charitable Remainder Trust.?If you want to learn more about PPVA's, we've got your covered. At the link below, you can read our blog titles "What is a Private Placement Variable Annuity." And while visiting our Insights page, check out some of our other educational pieces all about PPVAs. https://lnkd.in/eEZzYs3f #PPVA
-
-
What an incredible night in support of a great cause! Our Nikki Pethtel and Anthony Stanek had to honor to attend the Taste Fore the Tour event this past Monday evening. The event brought together top culinary talent (such as Andrew Zimmern, pictured below) and celebrities to raise awareness and donations to address the needs of the hungry and homeless. A big thank you to Tradition Capital Bank, especially Bradley Losee and Rachit Patel, for their invitation to join them at the event. As you can imagine, the food was fabulous. Plus, Nikki and Anthony ran into some familiar faces from the world of life insurance (hello Rohe Levy)!
-