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What is it?
A private placement variable and fixed annuity policy that acts as a tax-deferred investment account.
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The client can make deposits (premiums) and take distributions like an investment account.
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Unlike life insurance, an annuity policy does not offer any additional death benefit.
Applications for Annuity Program:
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Ideal vehicle for international clients investing in real estate investments based in the United States
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Investing in tax inefficient investments
What makes this product better:
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A bespoke private placement annuity policy for the client
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Open policy investment platform that can accommodate:
Hedge funds, real estate, partnerships, etc.
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Fixed investment options available
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No medical underwriting required
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