Cynthia Borrelli

Cynthia Borrelli

May 05, 2023 | The Legal Intelligencer

PPVA: Attractive Products to the Ultra-Rich, But Challenging to the Sales Force

Private placement variable annuity investments may be the right choice for these extremely wealthy clients, as tax benefits and investment control are attractive aspects of those products.

By Cynthia Borrelli and Christopher Osnato

8 minute read

May 06, 2022 | The Legal Intelligencer

Private Equity and Venture Capital Investments in Insurance and Health Care Entities

As private equity and venture capital investors add insurance company and health care investments to their portfolios, the investment process may be more than they bargained for.

By Cynthia Borrelli

8 minute read