From a Place of Yes

Discover a new standard of personalized service at Investors Preferred. We're committed to being more than just a partner – we aim to be an ally. How?

It’s in the way we built the company. The investment objectives of advisors’ clients come first. When presented a challenge, our team approaches it from a place of, “yes,” offering custom solutions for wealth planning that are institutionally priced.

With a seasoned team on board and sized to focus on agility, we are intentionally designed to be nimble with the ability to act quickly. This results in a high-touch, customized experience centered around the client.

Our reputation speaks for itself. We've earned trust by enhancing the legacies of our advisors' clients, and we're here for the longhaul.

You can count on Investors Preferred for expert advice, unwavering service, and innovative solutions.

What are PPLI and PPVA?

Private placement life insurance (“PPLI”) is a type of life insurance where each policy is customized, flexible, and tailored to the unique needs of each policyholder. It is typically used as part of an overall wealth management strategy to help preserve and transfer wealth to future generations.

A private placement variable annuity (“PPVA”) is a wealth management structure and a savings tool that allow a contract holder to tax-efficiently transfer funds earmarked for the future or charitable causes. For institutional investors, a PPVA may create a tax-efficient way to hold certain alternative investments.

To learn more about PPLI and PPVA, download our Investors Preferred Academy at the button below.

Download our IPL Academy

Who We Serve

We partner with advisors to create custom, tax-efficient strategies for their clients. Our extensive expertise in PPLI and PPVA enables us to curate solutions for your clients that efficiently and effectively address their unique goals, needs, and tax implications.

Advisor clients include:

Individual and Families

HNW/UHNW individuals and families
Family Offices
Registered Investment Advisors (“RIAs”)

Institutions

Investment Managers and Fund Sponsors
Private Banks
Institutional Organizations
Registered Investment Advisors (“RIAs”)
Tax-exempt organizations/charities
Foundations
Endowment funds
Charitable trusts
Charitable pension plans (public and private) trusts

From a Place of Yes

What are PPLI and PPVA?

Who We Serve

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