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HNI wants to transfer wealth to next generation and optimize income & estate liabilities.
Ability to incorporate as part of ILIT to mitigate estate tax liability.
Family office with assets in multiple countries faces complex estate planning.
Seamless integration with international portability of insurance structures.
Ultra-high-net-worth investor seeks diversification into private credit and hedge funds.
Choose from panel of liquid strategies and insurance dedicated funds.
HNI wants to support philanthropy and realize related tax benefits.
Flexible structure to designate portion of eventual distribution.
Founder realizes proceeds from IPO and wants liquidity for next venture.
Ability to plan deposits and withdrawals of after-tax account values.
Separate accounts protected from carrier insolvency and creditors.
Tailor mandates with full regulatory compliance.
Low cost withdrawals and potential to access after-tax account values.
Tax deferred investment gains and tax-free distribution to beneficiaries.
Flexibility to incorporate as part of estate plans and trusts.
For private life insurance, health examination to determine pricing.
Simplification with no K1s.
No insurance surrender charges and potential for tax-free exchanges from retail life insurance products.
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