A powerful, streamlined platform for managing estate planning, tax optimization and wealth preservation.
The Investors' Marketplace lets individual traders and investors, institutions and third-party service providers meet and do business together.
Search for and do business with multiple advisors, brokers, and wealth managers. Access dozens of advisor portfolios, including Smart Beta portfolios, offered by Interactive Advisors. Accredited investors and qualified purchasers can search for, research and invest with hedge funds.
A Full-Service Administrator account is an umbrella account linked to multiple stand-alone policy accounts that house/custody assets for individual private placement life insurance products. The Administrator account can open, fund, report on and manage the capabilities for all policy accounts together. Administrators retain legal ownership of the assets held in a linked policy account for the duration of the insurance policy.
Accounts are accepted from regulated insurance providers of all countries except from those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls, or similar lists, or other countries determined to be higher risk.