Aaron Abrahms

Aaron
Abrahms
Principal,
Winged Keel

Aaron Abrahms joined Winged Keel Group in 2003 and is a Principal of the firm. He works with clients on the development of large block life insurance portfolios and on the various applications of Private Placement products. His clients routinely utilize traditional life insurance products to finance estate taxes and/or use Private Placement Life Insurance and Annuities to shield investment returns from current period taxation.

Aaron has taken a leadership role with a number of Winged Keel Group’s key institutional and Family Office relationships. He is a member of the Association for Advanced Life Underwriting (AALU) and has been a featured speaker at insurance industry and Family Office events.

Aaron earned his MBA in Finance with Distinction from Columbia Business School. He graduated Cum Laude from the University of Pennsylvania and was an Academic All-American in Ski Racing.

Aaron lives in Larchmont, New York with his wife and three children. He enjoys golf, skiing, and travel.

 


 

Articles
The Simplicity of a Private Placement Variable Annuity (PPVA) Investment Account
Aaron Abrahms provides an overview of PPVA Investment Accounts and the typical investment planning applications for which these accounts may be utilized
Tax-Efficient Investing Through Private Placement Annuity and Life Insurance Investment Accounts 1
Aaron Abrahms offers a brief overview of two useful vehicles that should be in every planner's toolbox
Industry Newsletters
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