Resources

Your one-stop-shop for valuable information on tax-efficient investment strategies

Explore our educational resources on private placement life insurance, insurance dedicated funds, and collateralized loan obligations to discover the potential benefits of investing in alternative assets.

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INSTITUTIONAL GUIDE: How to Optimize Tax-Efficient Returns for Alternative Strategies

Achieve superior outcomes with tax-efficient approaches to alternative investments

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ADVISORS' GUIDE: Tax-Efficient Access to Alternative
Investments

Discover a tax-efficient approach to alternatives through Insurance Dedicated Funds (IDFs)

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The Advisor’s Guide to Private Placement Life Insurance & Variable Annuities

Learn how to maximize wealth and enhance after-tax returns for affluent individuals and families

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The Advisors Roadmap to Insurance Dedicated Funds
(IDFs)

Provide your highly affluent clients access to a world of tax-efficient alternative investments

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13 Powerful Benefits of CLOs for Today’s Income Investor (& 7 Risks to Know)

An introduction to Collateralized Loan Obligations (CLOs)

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