Private Placement Management
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 advisors 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.
| Investment Advisory Services offered through
Epic Wealth Advisors, Inc., a Registered Investment Advisor.
EPIC Wealth Advisors is registered to offer securities in the State of California.
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