Axcelus Financial

A leader in the private placement space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and preserve their assets.

At Axcelus, it’s all about service – for our clients and each other. We’ve been dedicated to making a difference in people’s lives since our founding 30 years ago.

Solutions

Enhancing Future Value

What is PPLI and PPVA?

Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA) are flexible wealth planning tools used by family offices and high-net-worth individuals to achieve multiple objectives, including asset protection, and facilitating streamlined wealth transfer to charities and future generations.

Investment managers and fund sponsors, and their institutional investor base (domestic and non-U.S.), utilize PPVA to grow and hold their alternative investments, including U.S. private markets and hedge funds in ways designed to be tax-efficient.

Insights

Education and Thought Leadership

Read our latest articles, POVs, case studies, and more to learn how insurance-based investment solutions can augment your clients’ investment portfolios, and offer the potential for improved after-tax, net investment performance.

Contact Us

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Contact Us

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