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.
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Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- RM
Rishabh Mohta
Associate Actuarial Analyst · Finance & Accounting
EmailPhone - AS
Anthony Stanek
Senior Managing Director - Head of Business Development · General Business & Management
EmailPhone - DW
Dierdre Woodruff
Board Member · General Business & Management
EmailPhone - AL
Ashley Lahners
New Business Coordinator · General Business & Management
EmailPhone - AJ
Alan Jahde
() · Other
EmailPhone - AP
Alex Phillips
Managing Director Compliance · Other
EmailPhone - NP
Nikki Pethtel
President and Chief Financial Officer · Other
EmailPhone - RR
Regan Riley
Chief of Staff · General Business & Management
EmailPhone
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Top roles at Investors Preferred
17 distinct titles indexed · top 10 shown.
- 2new business coordinator
- 2operations manager
- 1()
- 1- -
- 1accounting manager
- 1accounting support specialist
- 1associate actuarial analyst
- 1board member
- 1case design analyst
- 1chief of staff
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