Text Alternative
Accessibility
PPVA
PPVUL
WATCH video
For Financial Professional Use Only. Can Not Be Shared With Nor Distributed To Consumers.
Watch this short video to get an overview of Prudential’s private placement suite and why it’s attractive to high-net-worth clients.
Watch this short video to get an overview of Prudential’s private placement suite and why it’s attractive to high net-worth clients.
Prudential’s Private Placement Products
Let’s take a deeper dive into
Let’s take a deeper dive into Prudential’s Private Placement Products
• The tax deferral aspect of private placement products is particularly beneficial for those who wish to include alternative funds in their portfolios because those funds are inherently tax-inefficient, along with the option to include registered funds.
• And, they want these strategies to offer attractive tax advantages.
Here’s why.
Transcript
Introduction
This contract provides growth potential, transparent pricing, and access to alternative underlying investment options and is for clients seeking a wealth accumulation strategy.
Getting Started
Product
Investment Options
Presentations & Case Study
Operational
Exceptional Service
Alternative Funds
• Experienced and specialized service team.
Tax-Deferred Growth Potential
A combination of the tax advantages of a variable annuity with a growth-oriented solution:
• Annual income tax-deferred compounding values with income tax penalty-free withdrawals available after age 59½. If structured properly, can potentially be used for an income tax deferral stretch for a surviving spouse or future generation.
• Transparent pricing along with flexible charges, fees, and expenses for qualified purchasers.
• Extensive selection of underlying investment options – including exempt alternative funds and non-exempt registered mutual funds.
• Easy to invest with no underwriting.
Greater diversification and lower portfolio volatility with the advantages of Exempt Insurance Dedicated Funds (IDFs) and Managed Separate Accounts (MSAs):
• Investment strategies not correlated to specific market performance.
• Reallocations allowed between investment options, subject to an investment’s holding period.
• Premier service for both new business and post issue.
Variable Annuity (PPVA)
Prudential Private Placement
Experienced and specialized service team.
Premier service for both new business and post-issue.
Reallocations allowed between investment options, subject to an investment’s holding period.
Investment strategies not correlated to specific market performance.
Easy to invest with no underwriting.
Extensive selection of underlying investment options—including exempt alternative funds and non-exempt registered mutual funds.
Transparent pricing along with flexible charges, fees, and expenses for qualified purchasers.
Annual income tax-deferred compounding values with penalty-free withdrawals available after age 59½. If structured properly, can potentially be used for a tax deferral stretch for a surviving spouse or future generation.
CLICK THUMBNAILS TO VIEW
(NR-19887405)
PPVA Underlying Investment Options
PPVA Registered Fund Information
PPVA Performance Insight (Registered Funds)
Purchaser Questionnaire and Agreement – Individual Ownership
Purchaser Questionnaire and Agreement – Entity Ownership
Private Offering Memorandum
Inforce Service and Statement Guide
PPVA Sample Contract
Variable Universal Life (PPVUL)
This policy provides death benefit protection, cash value accumulation potential, preferred pricing, and access to alternative underlying investment options.
Four underwriting classes.
Premier service for both new business and post issue.
Facultative capacity up to $175 million.
Automatic issue limit up to $75 million.
Up to $10 million retention (subject to age and underwriting class).
Customized trails and/or commissions.
Flexible load structures.
Operational Due Diligence and periodic monitoring of non-registered Insurance Dedicated Funds and managers is provided by Mercer Investments, LLC.
Over 100 underlying investment options cover a wide range of investment styles, and investment opportunities can be customized with the flexibility to utilize Managed Separate Accounts.
Preferred pricing means that more premium may be paid than traditional policies allow.
Product & UNDERWRITING
PRUDESIGNS
Registered investment options are reviewed and monitored by our Strategic Investment Research Group (SIRG), a Prudential internal consulting organization committed to providing access to premier registered investment options and managers.
AutoPlus program issue limit up to $95 million.
CLICK TO VIEW
