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Private placement insurance structures are becoming more accessible to accredited investors as they make their way downstream. In this video, Sandy Geyelin, senior vice president of Global Wealth with Athene, sits down with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to break down the structure, tax implications, and role private placement life insurance and private placement variable annuities can play in alternative investment portfolios.
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes.
The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.
Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.
By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series.
The information in the series should also not be viewed as industry guidelines or standards.
The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.
By Alternative & Direct Investment Securities AssociationPrivate placement insurance structures are becoming more accessible to accredited investors as they make their way downstream. In this video, Sandy Geyelin, senior vice president of Global Wealth with Athene, sits down with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to break down the structure, tax implications, and role private placement life insurance and private placement variable annuities can play in alternative investment portfolios.
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes.
The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.
Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.
By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series.
The information in the series should also not be viewed as industry guidelines or standards.
The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.