Private Placement

Winged Keel is widely recognized as one of the leading experts in the structuring and administration of Private Placement Variable Annuity (PPVA) and Private Placement Life Insurance (PPLI) accounts. We currently administer more than 550 Private Placement account portfolios, and some of the largest portfolios in the industry, spanning a broad spectrum of life insurance companies.


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