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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.

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

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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