Size A Accounts
   ($25k - $250k)

Private placement life and annuity products are custom-designed insurance products for wealthy investors. Policies usually carry a high death benefit and have a large amount of premiums going in, usually $1M or more annually.

Many private placement products originate overseas and are bought by way of offshore trusts and companies. The Insurance companies that offer private placement variable life insurance policies allow the policy owner to name one or more U.S. or foreign investment advisers to manage the policy’s separate account.

That investment flexibility is indeed one of the primary advantages of private placement variable policies. The list of available investments includes :

	U.S. and foreign publicly traded equities and bonds
	U.S. and foreign government debt instruments
	U.S. and foreign hedge funds
	U.S. and foreign venture capital funds
	U.S. and foreign privately traded securities
	Partnership and LLC interests
	Real estate
	Patents and trademarks

At EPIC, we have the experience to help you choose and design an appropriate Offshore private placement product as well as the expertise to manage its portfolio of investments. Contact us for more information or a consultation.