Insights PPLI & PPVA Insurance Dedicated Funds Private Equity

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Thought Leadership

Insights

Research and analysis on institutional private equity, PPLI, dynasty trusts, and the structures that power multigenerational wealth.

INTEGRITY IDF

Thought leadership on institutional private equity, PPLI, and multigenerational wealth architecture.

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The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. All investments carry a certain risk, and there is no assurance that an investment will provide positive performance over any period of time. An investor may experience loss of principal. Investment decisions should always be made based on the investor's specific financial needs and objectives, goals, time horizon, and risk tolerance. Past performance is not indicative of future results. Integrity Financial is an independent investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisor Act of 1940, as amended. More information about Integrity including its investment strategies, fees, and investment personnel can be found in its Form ADV Part 2, which is available upon request by email info@integrityidf.com.

Private Placement Variable Annuity (PPVA) and Private Placement Life Insurance (PPLI) are unregistered securities products and are not subject to the same regulatory requirements as registered products. As such, PPVA and PPLI should only be presented to accredited investors and qualified purchasers as described by the Securities Act of 1933. This material may be delivered only by an individual licensed to present PPVA and PPLI.

SOLELY FOR INSTITUTIONAL INVESTORS, defined by FINRA Rule 2210(a)(4) to include any (a) financial institution, insurance company, registered investment company, registered investment adviser or any other person with total assets of at least $10 million, (b) governmental entity, (c) employee benefit plan, (d) qualified plan, (e) member or registered person of such member, or (f) person acting solely on behalf of such institutional investor.

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