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 Variable Universal Life (PPVUL) Investment Accounts. We currently administer more than 400 Private Placement Investment Account portfolios, and some of the largest portfolios in the industry, spanning a broad spectrum of life insurance companies.

 

PPVA Investment 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. PPVUL Investment Accounts are utilized to eliminate taxes on alternative asset class investments, and to optimize the after-tax performance of Dynasty Trust assets.