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Primary Article

Private Placement Variable Life Insurance

Sandra L. Manzke
The Journal of Wealth Management Summer 1999, 2 (1) 45-47; DOI: https://doi.org/10.3905/jwm.1999.320349
Sandra L. Manzke
Chairman and chief executive officer of Tremont Advisers, Inc., in Rye, New York. Tremont specializes in alternative investments, currently manages or advises in excess of $6 billion in assets. Sandra Manzke established Tremont Partners, Inc. in October 1984 after serving as a principal at Rogers, Casey, and Barksdale, Inc., from 1976 to 1984. At Rogers, Casey, and Barksdale, a pension consulting firm, Ms. Manzke created their first multimanager pooled fund. She has extensive experience in designing and implementing multimanager, multiasset class investment programs
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Abstract

Private placement variable life insurance offers the investor an opportunity to marry the income and estate tax-efficiencies of life insurance with hedge fund investing, according to the author. Defining variable life insurance, she argues that it allows investors to seek higher investment returns in exchange for assuming the investment risk associated with them. The article reviews tax regulations and discusses the types of contracts that can b purchased. It also points to a few key investment issues that must be considered in constructing the special account portfolio so that the return accruing within these portfolios remain tax-exempt ( or tax-deferred). The article concludes that hedge funds are ideal engines of reinsurance products, to the extent that the tax deferral that variable life insurance policies provide effectively palliates the inherent tax-inefficiency of these strategies.

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The Journal of Wealth Management
Vol. 2, Issue 1
Summer 1999
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Private Placement Variable Life Insurance
Sandra L. Manzke
The Journal of Wealth Management Apr 1999, 2 (1) 45-47; DOI: 10.3905/jwm.1999.320349

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Private Placement Variable Life Insurance
Sandra L. Manzke
The Journal of Wealth Management Apr 1999, 2 (1) 45-47; DOI: 10.3905/jwm.1999.320349
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