Company profile
Investors Preferred
Bespoke carrier of private placement solutions, partner to advisors seeking tax-efficient strategies for legacy planning
- Industry
- Insurance
- Employees
- 24
- Headquarters
- Sioux Falls, South Dakota
- Founded
- 2013
- LinkedIn followers
- 1,163
- Office locations
- 2
Investors Preferred company summary
Investors Preferred is a company in the Insurance industry, headquartered in Sioux Falls, South Dakota, founded in 2013. On LinkedIn the company has around 24 employees and 1,163 followers. The company lists 2 office locations. Its listed specialties include private placement, private placement insurance, private placement life insurance, PPLI, private placement variable life insurance.
What technology does Investors Preferred use?
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About Investors Preferred
PRIVATE PLACEMENT IS ALL WE DO – AND WE DO IT WELL Investors Preferred is a bespoke carrier of private placement solutions for wealth preservation planning. We partner with advisors to create custom, tax-efficient strategies for their clients. Our track record is indisputable: we’re consistently ranked one of the fastest-growing U.S. life insurers by S&P Global Market Intelligence. But, we take more pride in knowing how we got there. Our productivity is a result of our team putting advisors’ clients first and being a trustworthy partner. FROM A PLACE OF 'YES' We designed our firm to be high-touch, because we're intentional about being an exceptional partner and offering unparalleled service. Our size and experienced team empower us to be nimble and act quickly. The investment objectives of advisors’ clients come first, and our team approaches challenges from a place of, “yes,” offering custom and institutionally priced solutions for wealth planning. We have built our reputation by enhancing the legacy of advisor’s clients – and we will be here for as long as their clients need our advice, service, and solutions. DEEP ROOTS IN WEALTH PLANNING Expertise in multi-generational estate planning, tax law, onshore and offshore private placement insurance products, and investment management, converged in the founding of Investors Preferred. Founder and CEO Alan Jahde is a respected, veteran tax attorney. Prior to co-founding Investors Preferred, he also co-founded a Bermuda-based private placement insurance company, in 2001. After assessing the landscape of domestic carriers, Alan joined forces with a multi-generational Family to found Investors Preferred, a South Dakota domiciled firm, in 2013. Today, the strategic direction of the firm is driven by a credentialed management team, as well as a governing board comprised of accomplished industry and financial professionals.
Specialties
Where is Investors Preferred located?
Investors Preferred lists 2 office locations.
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Frequently asked questions about Investors Preferred
What does Investors Preferred do?
PRIVATE PLACEMENT IS ALL WE DO – AND WE DO IT WELL Investors Preferred is a bespoke carrier of private placement solutions for wealth preservation planning. We partner with advisors to create custom, tax-efficient strategies for their clients. Our track record is indisputable: we’re consistently ranked one of the fastest-growing U.S. life insurers by S&P Global Market Intelligence. But, we take more pride in knowing how we got there. Our productivity is a result of our team putting advisors’ clients first and being a trustworthy partner. FROM A PLACE OF 'YES' We designed our firm to be high-touch, because we're intentional about being an exceptional partner and offering unparalleled service. Our size and experienced team empower us to be nimble and act quickly. The investment objectives of advisors’ clients come first, and our team approaches challenges from a place of, “yes,” offering custom and institutionally priced solutions for wealth planning. We have built our reputation by enhancing the legacy of advisor’s clients – and we will be here for as long as their clients need our advice, service, and solutions. DEEP ROOTS IN WEALTH PLANNING Expertise in multi-generational estate planning, tax law, onshore and offshore private placement insurance products, and investment management, converged in the founding of Investors Preferred. Founder and CEO Alan Jahde is a respected, veteran tax attorney. Prior to co-founding Investors Preferred, he also co-founded a Bermuda-based private placement insurance company, in 2001. After assessing the landscape of domestic carriers, Alan joined forces with a multi-generational Family to found Investors Preferred, a South Dakota domiciled firm, in 2013. Today, the strategic direction of the firm is driven by a credentialed management team, as well as a governing board comprised of accomplished industry and financial professionals.
How many employees does Investors Preferred have?
Investors Preferred has around 24 employees on LinkedIn.
Where is Investors Preferred headquartered?
Investors Preferred is headquartered in Sioux Falls, South Dakota.
Where does Investors Preferred have offices?
Investors Preferred lists 2 office locations, including Sioux Falls, South Dakota, US; Gilbert, Arizona, US.
When was Investors Preferred founded?
Investors Preferred was founded in 2013.
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