Coral Gables, FL — Our LATAM Business Development team recently attended and sponsored the latest edition of the Florida LP Summit at the Biltmore Hotel in Coral Gables, Florida to discuss liquid and illiquid alternative investments through panel discussions of industry professionals. This gathering brought together the world’s most sophisticated asset managers, allocators, and asset owners.
Traditional investment avenues often include stocks, bonds, and cash. However, as evidenced by panelists at the most recent Summit, there’s a growing interest in alternative investment strategies, including hedge funds, private capital, real estate, and even art and antiques, yet they come with their added level of risk. Premium financed whole life insurance is gaining attention as a unique and potentially lucrative conservative, tax-efficient option that offers liquidity and assurances that other investments lack. This article in our blog delves into the reasons why premium financed whole life insurance should be considered as an alternative liquid investment.
With a client base spanning hundreds worldwide, ARI Financial Group continues to redefine the industry’s standards by crafting advanced and strategic solutions to secure the legacy and success of our high-net-worth clientele. Proudly leading the international market in advanced life insurance planning, we maintain a physical presence in major financial centers.
The ARI LATAM division, spearheaded by Elizabeth Torres, Janet Henfield-Green, tasked with expanding the Caribbean market, and Ligia Braun, who leads the Brazilian market, has been a central focus of our practice in the past years, resulting in exponential growth of our presence in the region.
Comprising an acclaimed team of over 30 expert strategists with backgrounds in law, finance, and banking and fluent in eight languages, we stand unrivaled in expertise and service, setting the industry standard for excellence.
About Portfolio Summits:
Portfolio Summits connects the world’s most sophisticated Asset Managers to Allocators and Asset Owners seeking education, new ideas, and opportunities to increase returns and mitigate risk. The LP Series of events focuses on the specific needs of Limited Partners as they try to navigate the current investing landscape. Our meetings target sophisticated and underserved LPs with a high appetite for diversification, growth, and market knowledge across the United States.
For more information, contact us at info@ari-fg.com
