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About IPL

Deep Roots in Wealth Planning

Expertise in multi-generational estate planning, tax law, onshore and offshore private placement insurance products, and investment management, converged in the founding of Investors Preferred.

After assessing the landscape of domestic carriers, our founder, Alan Jahde, joined forces with a multi-generational family to create Investors Preferred in 2013. While setting the strategic director for Investors Preferred, Alan built a team with experience not just in the insurance industry, but also private equity, financial administration, and wealth management.

That combined to create a life insurance carrier that understands wealth planning and the needs of the advisors we work with, as well as their clients.

  • High-Touch:  Our culture requires us to be an exceptional partner and offer unparalleled service.
  • Nimble: Our size and experience empower us to act quickly.
  • Bold in the Face of Complexity: The investment and tax planning objectives of your clients come first, and our team approaches challenges from a place of “yes.”
  • True Allies to Advisors: Our reputation is built on that foundation, and we will be here for as long as your clients need our advice and solutions.
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  • Ranked one of the fastest-growing U.S. life insurers by S&P Global Market Intelligence for 2017, 2019, 2020 & 2021
  • AM Best assigned IPL a Financial Strength Rating of A- (Excellent) and a Long-Term Issuer Credit Rating of “a-“ (Excellent) (2024)
  • $1.5 Billion AUA (as of 12/31/23)
  • Life and Annuity Specialist list of fastest-growing carriers of individual life products (Q3 2023)

Private Placement Is All We Do –
And We Do It Well

Our Team

Nikki Pethtel portrait

Nikki Pethtel

President & CFO
Executive Team
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Anthony Stanek portrait

Anthony Stanek

Senior Managing Director, Business Development and Marketing
Executive Team
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Photo of Deise Bartlett

Denise Bartlett

Accounting Support Specialist
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Ashley Lahners portrait

Ashley Lahners, ALMI, ACS

New Business Coordinator
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Rishab Mohta portrait

Rishabh Mohta

Associate Actuarial Analyst
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David Nilsen portrait

David Nilsen

Operations Lead
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Stephania Pazmino portrait

Stephania Pazmino

Staff Accountant
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Alex Philips portrait

Alex Phillips, J.D.

Managing Director, Regulatory Compliance
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Regan Riley portrait

Regan Riley

Executive Administrative Assistant
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John Rios portrait

John Fernado Rios

Accounting Manager
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