PRIVATE PLACEMENT LIFE INSURANCE AND ANNUITIES
Own Hedge Funds & Alternatives
Inside Tax-Advantaged Insurance Programs
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Private Placement Life Insurance and Annuities combines the strength of premium investment products, like hedge funds, with the tax benefits of life insurance.

 

As a high net-worth investor, you know how taxes can significantly reduce investment returns.

With a properly structured private placement life insurance policy, you are able to capture returns without the high tax implications typically associated with hedge fund investments. That means more growth and more wealth for your lifetime OR to preserve for your heirs OR preferred charities.

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SOME BENEFITS OF PRIVATE PLACEMENT LIFE INSURANCE AND ANNUITIES

APPROPRIATE FOR INVESTORS WITH

-$20 million or more in net worth
-A desire to invest in hedge funds or alternative investment opportunities

*Minimum investment of $2 million

 

MAKE THE MOST OF YOUR INVESTMENT

Don’t let taxes cut into your great returns. Put Private Placement Life Insurance to work and start capturing more of your return.

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Schechter Wealth is a boutique third generation wealth advisory firm. For over 75 years, our multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners, and CIMA® consultants have been quietly advising wealthy families on financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, and charitable planning.