Investors Preferred Highlighted for Unique ‘Open Architecture’ Options

By Nikki Pethtel

November 23, 2021

An article published by Financial Advisors showcases how the firm has pioneered the concept of non-comingled SMAs over the past five years. These SMAs utilized professional RIA investment advisors with named custodians, such as Fidelity or Schwab.

The Q&A with Founder and CEO Alan Jahde, JD, LLM (taxation) and President Tommy Mayes also touches on:

  • How using private placement life insurance (PPLI)for wealth preservation planning has changed over the years
  • The level of investment control and flexibility available inside a PPLI wrapper
  • Retirement planning benefits of PPLI


Contact Us

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form