Investors Preferred is a bespoke carrier of private placement solutions for wealth preservation planning. We partner with advisors to create custom, tax-efficient strategies for their clients.
Our track record is indisputable: we’re consistently ranked one of the fastest-growing U.S. life insurers by S&P Global Market Intelligence. But, we take more pride in knowing how we got there. Our productivity is a result of our team putting advisors’ clients first and being a trustworthy partner.
We designed our firm to be high-touch, because we're intentional about being an exceptional partner and offering unparalleled service. Our size and experienced team empower us to be nimble and act quickly.
The investment objectives of advisors’ clients come first, and our team approaches challenges from a place of, “yes,” offering custom and institutionally priced solutions for wealth planning.
We have built our reputation by enhancing the legacy of advisor’s clients – and we will be here for as long as their clients need our advice, service, and solutions.
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.
Founder and CEO Alan Jahde is a respected, veteran tax attorney. Prior to co-founding Investors Preferred, he also co-founded a Bermuda-based private placement insurance company, in 2001.
After assessing the landscape of domestic carriers, Alan joined forces with a multi-generational Family to found Investors Preferred, a South Dakota domiciled firm, in 2013. The co-founding Family has long advocated for utilizing private placement insurance structures as a financial tool for wealth accumulation and transfer. The Family is advised by its own single-family private equity and investment office based in Florida, which oversees investments in the areas of insurance, technology, health care, education, sports, real estate, and banking. The investment office also manages charitable, conservation, and other initiatives.
The strategic direction of Investors Preferred is driven by Alan and a credentialed management team, as well as a governing board comprised of accomplished industry and financial professionals. Day-to-day operations are supported by a team with collective experience in insurance industry executive leadership, private equity, financial administration, and wealth management, to name a few.