For most Private Consulting Group clients, deferring taxes on their investments is a key concern. Unlimited deferral and tax-free compounding of returns can be made available through the use of a variable annuity or life insurance contracts.
Private placement variable life insurance contracts are built to reduce your overall expenses. You avoid the commissions and fees associated with other insurance vehicles. Your PCG Managing Director has access to a full complement of insurance services and can tailor a suite of insurance products and strategies to meet your needs.
Investments composing contract cash values may include:
- Preferred Manager
- Individual securities
- Private equity funds
- Hedge funds
- Short-term high yield notes
- Stock of pre-IPO non-publicly traded companies and other companies
- Certain equity derivatives
- Investment partnerships
- Real estate investment trusts
- Private placement debt offerings
- LLC interests
- Mutual funds