Insurance Solutions Tailored for Discerning Investors
At Broadstreet Private Equity, we recognize the intricacies that high-net-worth investors, family offices, and taxable corporate entities face. This understanding drives our dedication to offering access to multi-manager products via tax-advantageous insurance and annuity avenues.
Bespoke Offerings Through Select Carriers
Our partnerships with Crown Global Insurance, an A-rated insurance carrier by Moody’s, allow us to present our Funds in various specialized structures.
Private Placement Life Insurance (PPLI)
A sophisticated life insurance solution combining high-net-worth investment management and tax efficiency
Private Placement Variable Annuities (PPVA)
Combining the potential for growth of a variable annuity with the discretion and control that high-net-worth investors seek.
Corporate Owned Life Insurance (COLI)/Insurance Owned Life Insurance (IOLI)
Tailored strategies addressing corporate or trust-owned life insurance needs with an emphasis on tax efficiency.
Tax Efficient Fund (TEF)
A structure for domestic and international investors that allows for tax-free growth across multiple Contender Infrastructure products. This structure removes the requirement for withholding on payments of U.S. source income to foreign persons under IRC 1441 to 1443.
Insurance Dedicated Funds
Our new Insurance offerings open doors to tax-efficient insurance paradigms, aiming to furnish investors with diversification, consistency in returns, and moderate volatility. Whether you’re a Private Placement Life Insurance (PPLI), Private Placement Variable Annuity (PPVA), or Corporate Owned Life Insurance (COLI) policyholder, the promise remains the same: unwavering dedication to your financial prosperity.
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