Private Placement Life Insurance and Annuities

Winged Keel is widely recognized as one of the leading experts in the structuring and administration of Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) accounts. We currently administer more than 600 Private Placement Life Insurance and Annuity account portfolios, and some of the largest portfolios in the industry, spanning a broad spectrum of life insurance companies.

 

PPLI Accounts are utilized to eliminate taxes on traditional and alternative asset class investments, and to optimize the after-tax performance of Trust assets.  PPVA Accounts are utilized to defer taxes on traditional and alternative asset class investments and to establish charitable legacies in a tax-efficient manner, while remaining in control of the assets.