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    • Overview
    • Who We Are
    • What We Do
      • Tax Optimization
      • Asset Protection
      • Prenuptial Protection
      • Estate Planning
      • Retirement Planning
      • Charitable Giving
      • Cryptocurrencies
    • Resources
      • The Defender Trust
      • Why PPLI?
      • PPLI Library
      • PPVA
      • 1035 Exchange
      • Captive Insurance
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  • Overview
  • Who We Are
  • What We Do
    • Tax Optimization
    • Asset Protection
    • Prenuptial Protection
    • Estate Planning
    • Retirement Planning
    • Charitable Giving
    • Cryptocurrencies
  • Resources
    • The Defender Trust
    • Why PPLI?
    • PPLI Library
    • PPVA
    • 1035 Exchange
    • Captive Insurance
  • FAQ
  • Contact Us

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  1. This material is intended for informational purposes only. It should not be construed as legal, tax, or investment advice and is not intended to replace the advice of a qualified attorney or tax advisor. We are not a law firm or a substitute for a law firm or an attorney. We do not provide legal advice or investment advice of any kind nor legal strategies, opinions or rights.  
  2. Private Placement Life Insurance and Annuities are unregistered products and are not subject to the same regulator requirements as registered products. As such, Private Placement Life Insurance and Annuities can only be offered to accredited investors or qualified purchasers as described by the Securities Act of 1933.

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