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a net worth (including joint net worth with the spouse), excluding principal residence, in excess of $1,000,000 or has individual income in each of the two most recent years (and has a reasonable expectation of reaching the same income level in the current year) in excess of $200,000 ($300,000 with spouse)

a net worth (including joint net worth with the spouse), excluding principal residence, in excess of $2,100,000

a natural person who owns at least $5,000,000 in investments[1] or a person, acting for its own account or the accounts of other qualified purchasers, who in the aggregate owns and invests on a discretionary basis, not less than $25,000,000 in investments[1]

[1] Securities, including stocks, bonds and notes, other than securities under common control with the qualified purchaser; real estate held for investment purposes; commodity futures contracts, options or futures and options on physical commodities traded on a contract market or board of trade; physical commodities (gold, silver); financial contracts (swaps); and cash and cash equivalents held for investment purposes.

Clarion Capital Insights

Each month, Clarion Capital posts new blog content across a variety of categories. Browse our latest posts below and stay connected.

All CLO Equity IDFs PPLI/PPVA
Part 2: Case Studies—Cut Costs and Grow Wealth: Transform Old Life Insurance and Annuities With a 1035 Exchange

Part 2: Case Studies—Cut Costs and Grow Wealth: Transform Old Life Insurance and Annuities With a 1035 Exchange

November 21 2023
5 Min Read

Part 2: Case Studies In Part 1 of our blog series on the power of Section 1035 exchanges, we explore...

ReadPart 2: Case Studies—Cut Costs and Grow Wealth: Transform Old Life Insurance and Annuities With a 1035 Exchange more
1035 Exchange Series Part 1: The Basics—Cut Costs and Grow Wealth: Transform Old Life Insurance and Annuities With a 1035 Exchange

1035 Exchange Series Part 1: The Basics—Cut Costs and Grow Wealth: Transform Old Life Insurance and Annuities With a 1035 Exchange

November 16 2023
9 Min Read

Part 1: Fundamentals High net worth investors and their advisors frequently encounter legacy life in...

Read1035 Exchange Series Part 1: The Basics—Cut Costs and Grow Wealth: Transform Old Life Insurance and Annuities With a 1035 Exchange more
How Institutional Investors Gain Tax-Sheltered Access to Alternatives With COLI, BOLI, and ICOLI

How Institutional Investors Gain Tax-Sheltered Access to Alternatives With COLI, BOLI, and ICOLI

July 24 2023
5 Min Read

Navigating the investment landscape as an institutional investor comes with particular challenges an...

ReadHow Institutional Investors Gain Tax-Sheltered Access to Alternatives With COLI, BOLI, and ICOLI more
9 Ways PPLI and IDFs Boost Executive Deferred Compensation Plans

9 Ways PPLI and IDFs Boost Executive Deferred Compensation Plans

July 17 2023
2 Min Read

When it comes to executive compensation, striking a balance between a company’s goals and an executi...

Read9 Ways PPLI and IDFs Boost Executive Deferred Compensation Plans more
How Tax-Exempt Institutions Can Access Alts Without the Dread of UBTI

How Tax-Exempt Institutions Can Access Alts Without the Dread of UBTI

July 6 2023
9 Min Read

Tax-exempt institutions have produced headline investment results by allocating to alternative inves...

ReadHow Tax-Exempt Institutions Can Access Alts Without the Dread of UBTI more
How to Coordinate PPLI/PPVA Experts for Tax-Advantaged Access to Alternative Investments

How to Coordinate PPLI/PPVA Experts for Tax-Advantaged Access to Alternative Investments

June 14 2023
4 Min Read

We believe that the key to achieving higher after-tax returns and compounding wealth across an inves...

ReadHow to Coordinate PPLI/PPVA Experts for Tax-Advantaged Access to Alternative Investments more
How High Net Worth Investors Gain Tax Efficiency for Alternative Investments

How High Net Worth Investors Gain Tax Efficiency for Alternative Investments

June 12 2023
8 Min Read

High-net-worth investors are increasing their allocations to alternative strategies, according to a ...

ReadHow High Net Worth Investors Gain Tax Efficiency for Alternative Investments more
Which is Right for Your Clients: Private Placement Life Insurance or Variable Annuities?

Which is Right for Your Clients: Private Placement Life Insurance or Variable Annuities?

December 20 2022
5 Min Read

Private Placement Life Insurance and Variable Annuities (PPLI and PPVA) are insurance solutions for ...

ReadWhich is Right for Your Clients: Private Placement Life Insurance or Variable Annuities? more
How to Grow Wealth Tax-Deferred with Private Placement Variable Annuities

How to Grow Wealth Tax-Deferred with Private Placement Variable Annuities

Learn how to meet the unique needs of your most affluent clients
December 6 2022
5 Min Read

Do you serve or seek highly affluent investors in your financial advisory practice? If so, you shoul...

ReadHow to Grow Wealth Tax-Deferred with Private Placement Variable Annuities more
How to Grow Wealth Tax-Deferred with Private Placement Life Insurance

How to Grow Wealth Tax-Deferred with Private Placement Life Insurance

A strategy to help you serve the unique needs of the most affluent clients
November 15 2022
4 Min Read

Do you serve highly affluent investors in your financial advisory practice? Do you seek such clients...

ReadHow to Grow Wealth Tax-Deferred with Private Placement Life Insurance more

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