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.
