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Current company Investors Preferred
Insurance · 24 employees · Founded 2013 · Sioux Falls, South Dakota, United States
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.