The Alternative Investments Landscape: Private Placement Variable Annuities and Life Insurance

Affluent clients are increasingly seeking strategies that maximize efficiency while supporting long-term wealth growth and transfer. Private Placement Variable Universal Life (PPVUL) and Private Placement Variable Annuities (PPVA) offer a sophisticated solution by combining the established advantages of insurance and annuity products with customizable alternative investment options. These vehicles allow high-net-worth individuals, family offices, and institutions to align their tax planning, investment preferences, and estate transfer goals in a flexible, highly personalized way. This session provides an overview of private placement solutions, the types of clients who benefit most, and how to determine the right product fit based on client objectives and circumstances.