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 tax-efficient investing, and facilitating streamlined wealth transfer to future generations.

Investment managers and fund sponsors, and their institutional investor base (domestic and non-U.S.), take advantage of PPVA to create a tax-efficient means for holding alternative investments, including U.S. private markets and hedge funds.

If structured and administered appropriately, the use of insurance-based solutions can offer tax efficiency on investment gains and income accumulated.

About Us

Get to Know Axcelus Financial

Building on three decades of private placement innovation for clients and institutions, the Axcelus team is a trusted market leader providing high-quality, purpose-driven, insurance-based investment solutions for high-net-worth investors and institutions.

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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