Private Placement Life Insurance & Annuities
First Liberties Financial (FLF) designs, structures and implements private placement life insurance (PPLI) and private placement variable annuity (PPVA) investment vehicles for high net worth investors and family offices.  These investment vehicles provide significant tax benefits and FLF is adept at keeping the structure costs low so as to maximize clients’ returns.  FLF is an independent advisor, has no proprietary product and is not affiliated with any insurance carrier or investment manager. Thus, our clients benefit from our advice which is solely based on what is and best for their insurance and investment portfolio. PPLI and PPVA investments require ongoing and detailed attention after they are put in place.  First Liberties emphasizes regular and defined review processes with clients to ensure that their investment vehicles are performing as planned and that those plans are routinely reconfirmed.  As such, First Liberties seeks and embraces long-term, trust based, relationships with clients. First Liberties additionally coordinates with asset managers to build their insurance dedicated fund (IDF) and to educate investors regarding the tax benefits of accessing that manager’s fund via a PPLI or PPVA structure.

For more detailed information, please review the product overviews below and contact Tom Carstens at 917-639-5476 or tcarstens@peliongroup.com
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Founded on Understanding & Trust

Investment Banking

Facilitate buy and sell side deal activity, including capital raising, mergers and acquisitions, business advisory and much more.

Capital Raising

Dedicated to raising assets for institutional money managers, giving our clients access to a diversified audience of qualified global investors.

Institutional Trading

Specialize in trading fixed income and equity securities with a combined 40+ years of experience advising and trading for institutional clients.

PPLI/PPVA

Providing the design, structuring and implementation of private placement life insurance (PPLI) and private placement variable annuity (PPVA) investment vehicles for high net worth investors and family offices.