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2 0 23 BLUE RIB B O N BA R G A I N BOOK A PPI C A TI O N Deadline: Applications must be received by 4:30 p.m. Wednesday, March 22, 2023 (This is not a postmark deadline.) Fill out application entirely

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How to fill out using private placement life

01

Determine your investment goals and risk tolerance.

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Consult with a financial advisor to understand the benefits and risks of private placement life insurance.

03

Complete the required forms and disclosures to open a private placement life insurance policy.

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Select the investment options that align with your financial objectives.

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Regularly review and adjust your policy as needed to ensure it continues to meet your needs.

Who needs using private placement life?

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High net worth individuals looking for tax-efficient investment strategies.

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Investors seeking asset protection and privacy.

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Those looking for a way to pass on wealth to heirs in a tax-efficient manner.

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Individuals with a need for life insurance coverage in addition to investment opportunities.

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What is using private placement life?

Private placement life insurance is a variable universal life insurance policy that allows high net worth individuals to invest in alternative investments within the policy.

Who is required to file using private placement life?

High net worth individuals looking to invest in alternative investments.

How to fill out using private placement life?

To fill out using private placement life, individuals must work with a qualified financial advisor who specializes in private placement life insurance.

What is the purpose of using private placement life?

The purpose of using private placement life is to provide tax-advantaged investment options for high net worth individuals.

What information must be reported on using private placement life?

Information regarding the investments within the policy as well as premium payments.

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