At Investors Preferred, private placement isn’t just a product, it’s a process. One that works best when the carrier, advisor, and client move in lockstep.
That’s why every part of our structure, from investment due diligence to policy administration, has been built around the central idea of delivering clarity, flexibility, and responsiveness at every stage of the planning journey.
We know that Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA) are most effective when the carrier can act with both speed and precision. So we designed our business to do exactly that.
At the heart of Investors Preferred is a belief that agility and rigor can, and should, coexist.
Our investment, operations, and compliance professionals work together daily to review, assess, and implement strategies efficiently while maintaining the highest standards of oversight. By keeping these capabilities in-house, IPL ensures that communication is direct, decision-making is fast, and quality control remains uncompromised.
This collaborative structure allows us to evaluate Insurance-Dedicated Funds (IDFs) and Separately Managed Accounts (SMAs) quickly and thoughtfully, so that advisors and clients can take advantage of timely opportunities without losing momentum.
Every decision is informed by experience, guided by process, and driven by purpose.
Private placement planning is inherently collaborative. It requires alignment between wealth managers, investment advisors, family offices, and tax professionals, all working toward the same goal of protecting, growing, and transferring wealth efficiently.
At IPL, collaboration is more than a mindset, but rather is built into the way we operate.
Our leadership team brings together expertise across life insurance, asset management, and family office services, giving us a 360-degree view of how private placement fits into the broader planning picture. That perspective enables us to anticipate advisor needs, communicate proactively, and help translate complex strategies into clear, executable structures.
When everyone at the table shares the same understanding, planning becomes smoother, more strategic, and ultimately more effective.
No two clients are alike, and neither are their portfolios. That’s why IPL’s platform is designed to adapt to a wide range of manager relationships, asset classes, and strategies, both traditional and alternative alike.
Because our investment review process is handled internally, we have the ability to evolve with the market, considering new opportunities and asset types as they emerge. Whether an advisor is implementing a long/short equity approach, exploring private credit, or integrating thematic or ESG-based portfolios, IPL can help bring that strategy to life within a compliant, insurance-eligible framework.
This level of flexibility ensures that each policy remains aligned not just with today’s goals, but with the client’s long-term objectives as markets and opportunities change.
Responsiveness means little without accuracy. Every structure we design and every policy we issue goes through a thorough internal review process to ensure precision at every step, from onboarding and investment approval to administration and reporting.
Advisors and clients trust us not just to deliver quickly, but to deliver confidently. That trust comes from consistency, attention to detail, and a shared commitment to doing things right the first time.
It’s what transforms a complex solution into a smooth, transparent experience.
The private placement landscape continues to evolve and is driven by innovation, regulation, and the growing sophistication of wealth strategies. Investors Preferred is proud to be part of that evolution.
By investing in our people, our processes, and our technology, we continue to enhance the speed, precision, and partnership that define our work. Every decision we make supports the same mission: to help advisors and their clients turn sophisticated planning into seamless execution.
At Investors Preferred, we’re more than a carrier. We’re a partner in building lasting solutions for generations to come.
Products discussed are limited to accredited investors and qualified purchasers. This information is for educational purposes only and does not constitute tax, legal, or investment advice. Investors should consult their own advisors regarding their specific situation.
