This document provides an overview of Private Placement Variable Annuity (PPVA) Investment Accounts, including their structure, tax characteristics, attributes, and key market applications. It highlights the benefits of tax-deferred investment returns, no limits on contributions, and no upfront loads or surrender charges. The document also outlines the applications for families and institutions, such as personal investments, retirement income, and charitable legacy planning.
doj/DataSet10/EFTA01447447.pdf
{"title":"Overview of Private Placement Variable Annuity (PPVA) Investment Accounts","document_type":"other","key_organizations":["Winged Keel Group"],"reference_numbers":["DB-SDNY-0102080","SDNY_GM_00248264","EFTA01447447"]}