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Annuity Program

What is it?

A private placement variable and fixed annuity policy that acts as a tax-deferred investment account.

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The client can make deposits (premiums) and take distributions like an investment account.

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Unlike life insurance, an annuity policy does not offer any additional death benefit.

Applications for Annuity Program:

 

  • Ideal vehicle for international clients investing in real estate investments based in the United States

  • Investing in tax inefficient investments

What makes this product better:

  • A bespoke private placement annuity policy for the client

  • Open policy investment platform that can accommodate:

Hedge funds, real estate, partnerships, etc.

  • Fixed investment options available

  • No medical underwriting required

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