Private Placement Life Insurance
Combines the benefit of an insurance product with a strong and flexible investment platform.
To capitalize on tomorrow’s opportunities, we must uncover meaningful insights and efficient structures that overcome today’s obstacles and take advantage of market inefficiencies. Clarity Life collaborates with our customers to define opportunities and solutions together. The opportunity to innovate, perform, and excel. The opportunity to set new standards for efficiency, success, and institutional excellence. The opportunity to see new ways and execute upon new ideas. In every business relationship, Clarity Life strives to be a trusted partner. we move to wherever the opportunity exists, bringing our customers and our partners with us.
How does it work?
This insurance solution is attractive for individuals and family groups seeking future growth and strong asset protection while maximizing fiscal efficiencies. Through our open architecture platform, Clarity Life can custom tailor private placement life insurance contracts for clients seeking transparency and investment flexibility, while getting all the protection of a life insurance product. Private placement life insurance can provide the environment customers are looking for, which provides capital preservation, strong growth and generational planning all in one simple structure.
Transaction Simplicity
Clarity Life will meet with our clients and their advisors to design a solution that is just right for their situation. Through our open architecture platform, insurance policies can remain under existing custody and investment management, making the transaction as simple to set up as a trust or other less effective structures. Our professionals will examine the legal domicile and fiscal situation to design and implement solutions that best fit the client’s needs while maximizing simplicity.
Transparency and Reporting
Clarity Life will mainstream reporting by providing our clients with comprehensive financial and insurance reporting on an ongoing basis. In addition, Clarity Life can provide additional services like policy audits in order to increase transparency and quality of reporting.