The first variable annuity (VA) was conceived in 1952. At the time, Dr. William C. Greenough, an executive vice president at the Teachers Insurance and Annuity Association of America (TIAA), was ...

A PPVA investment is an annuity that is available only to high net worth individuals who qualify as accredited investors (and, practically, qualified purchasers), meaning that they meet certain ...

Retirement planners and insurance professionals are finding that the needs of very high-net-worth clients simply cannot be satisfied through traditional retirement planning vehicles. Traditional ...

The use of irrevocable family trusts that minimize future estate tax and generation skipping transfer taxation across multiple generations High net worth investors seek tax-planning structures that ...

Ultra-affluent families often earmark a portion of their investment portfolio assets to create a legacy through charitable giving. A private placement variable annuity (PPVA) investment account can ...

Market volatility and heightened tax uncertainty have caused increased interest in private placement life insurance (PPLI) in recent years. However, those same factors have led to increased scrutiny ...

Private placement variable annuity investments may be the right choice for these extremely wealthy clients, as tax benefits and investment control are attractive aspects of those products. Retirement ...

At Investors Preferred, while working with advisors of ultra-high-net-worth (UHNW) clients, we often hear comments of adversity toward the “i-word” (insurance). Why would an UHNW individual or family ...