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PPLI for long-term protection
Explore life insurance with variable investment options as part of your family’s protection and legacy plan. We coordinate policy design, ownership and funding with your advisors.
Our services · Private placement
Bring private placement into your long-term wealth plan.
Explore PPLI and PPVA as part of a coordinated approach to family wealth, legacy and long-term planning.
Your goals, your plan
Start with what you want to accomplish.
Private placement life insurance and private placement variable annuities bring insurance contracts and variable investment options together for eligible clients. They can serve distinct roles in a long-term plan, from life insurance protection to deferred accumulation.
AIM arranges both products and works with your investment, tax and legal advisors to explore the opportunities in your circumstances. We evaluate eligibility, suitability, costs and liquidity together so the recommendation reflects your broader objectives.
Planning opportunities
Ways to move your goals forward.
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PPVA for future goals
Consider a privately offered variable annuity for eligible clients as part of long-term accumulation planning. We help connect the contract with your time horizon and intended use of the funds.
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A coordinated approach
Bring policy, investment, tax and legal expertise into one conversation. We help your team move from an initial opportunity to a considered recommendation and implementation plan.
Keeping the plan in view
Bring your advisory team’s expertise together.
A coordinated team can connect policy design, ownership and funding with your family’s wider ambitions. We bring the proposed contract into that conversation so each advisor can contribute their expertise.
AIM handles the insurance analysis and coordination. The appropriate advisors lead investment, legal and tax decisions, including the requirements that apply to the proposed structure and its ongoing administration.
Our planning approachA few practical questions
Before we get started.
Who is eligible?
Requirements depend on the offering and proposed owner. Accredited investor and qualified purchaser requirements may apply. We review the applicable documents with your advisors before proceeding.
How does AIM work with my advisory team?
We connect policy design and funding with your wider plan, coordinating with investment, tax and legal advisors from the initial discussion through implementation and ongoing reviews.
How do you support the plan over time?
We organize policy information and coordinate regular reviews with your advisors, keeping the arrangement connected with your family’s goals and evolving financial picture.
Explore more
Let’s move your financial goals forward.
Tell us what you want to accomplish. We’ll help you build the plan and coordinate the next steps.
Important considerations
PPLI and PPVA are privately offered products for eligible clients. Variable investments can lose value; principal and returns are not guaranteed. Fees, funding requirements and underlying investment liquidity affect results and access. Withdrawals, loans, surrender or lapse may affect benefits and tax treatment. Eligibility does not establish suitability. Tax and legal requirements need ongoing review with your advisors. Availability varies by carrier, product and jurisdiction. This information is not an offer of a particular private placement. Review the applicable offering documents with your advisors.