Private Life Insurance and Annuities

Overview
Private placement variable life insurance and annuities can provide the high net worth with the traditional advantages of insurance coupled with unique investment options. These private variable life and available annuities are limited-issue, non-registered life insurance and annuity products that may only be offered to accredited investors, as defined by federal securities law.

Naples Asset Management Company®, LLC, (“NAMCO”) a registered investment advisor affiliate of Naples AIS, Inc, offers variable life insurance and annuity advisory strategies to the high net worth.    
 
NAMCO’s Approach to Private life insurance and annuity products include:
  • Life insurance contracts funded by high income objective portfolio investments;
  • Underlying investments may include Oil and Gas Energy Leases, Secured Collateralized Fixed Income investments and Covered Call Dividend Equity Stock Portfolios; and
  • These contracts may provide guaranteed annuity purchase rates.
Securities, including variable life insurance and variable annuities, offered through affiliate Naples AIS, Inc, member FINRA