Investors Preferred Revenue
Insurance • 
Sioux Falls, South Dakota, United States • 11-20 Employees
Investors Preferred revenue & valuation
| Annual revenue | $1,711,100 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues | $5,500,000 |
| Total funding | No funding |
Key Contacts at Investors Preferred
Alex Phillips
Managing Director Compliance
Anthony Stanek
Senior Managing Director - Head Of Business Development
Company overview
| Headquarters | 101 S. Reid Street, Suite 307, Sioux Falls, South Dakota 57103, US |
| Phone number | +16054154454 |
| Websites | |
| NAICS | 52 |
| SIC | 631 |
| Keywords | Private Placement, Private Placement Annuities, Ppli, Private Mortality Coverage, Private Placement Deferred Variable Annuities, Private Placement Insurance, Private Placement Life Insurance, Private Placement Variable Life Insurance, Tax-Deferral |
| Founded | 2013 |
| Employees | 11-20 |
| Socials |
Investors Preferred Email Formats
Investors Preferred uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@iplins.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@iplins.com | 100% |
About Investors Preferred
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.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Investors Preferred has 10 employees across 6 departments.
Departments
Number of employees
Funding Data
Investors Preferred has never raised funding before.
Investors Preferred Tech Stack
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