Private Placement Life Insurance and Annuity Planning

For the past 25 years, G&A professionals have advised clients in the acquisition of very large international and domestic private placement life insurance policies. G&A insurance group, with the technical and analytical support of life insurance industry veteran, Bob Chesner, possesses unparalleled expertise and experience in the rapidly growing private placement life insurance marketplace, which positions it to deliver the very highest level of service in this area.

The firm recognizes that estate planning in the high net worth market is evolving beyond the traditional role of implementing planning strategies that reduce taxes at death to encompass the broader and more immediate issues of investment and income tax planning. G&A assists its clients with the purchase of private placement variable life insurance as an investment-oriented strategy that can dramatically improve the tax efficiency of a client’s investment portfolio while providing meaningful tax mitigation strategies at the insured’s death. Leslie Giordani and Bob Chesner are the co-authors of Bloomberg BNA’s Tax Management Portfolio 870, 1st, “Private Placement Life Insurance and Annuities.” G&A position in the private placement life insurance arena has also resulted in the firm advising both non-legal providers of private placement life insurance services as well as the investment managers who seek to participate in this growing marketplace. Specifically, G&A insurance team regularly counsels sophisticated asset managers and wealth advisors in the establishment and operation of insurance dedicated funds (IDFs) and their relationships with insurance carriers.

Please note that G&A is not an insurance broker and only provides legal and non-legal advice on insurance matters; it does not sell or place any insurance or investment products.