Full-Service Administrator Account for Insurance Providers
Full-Service Administrator Accounts for Insurance Providers
A powerful, streamlined platform for managing estate planning, tax optimization and wealth preservation.
The IBKR Advantage
- The Full-Service Administrator account provides insurance companies with a simple and streamlined way of managing private placement life insurance. The Administrator can create linked policy accounts with a few clicks or perform mass account openings with a file upload. Individual references can be added to each policy account.
- All linked policy accounts’ trading capabilities and funding functions are controlled from the Administrator account. Fees can be debited directly from the linked policy accounts and credited to the Administrator account.
- Powerful, customizable and centralized reporting is available to the Administrator. In addition, tax forms can be signed at the Administrator level and information changes made by the Administrator are directly reflected in the linked policy accounts.
- The Administrator can link or delink policy accounts with Financial Advisors who are on the IBKR platform.
- Our Advisor Marketplace provides access to hundreds of registered investment advisors and dozens of advisor portfolios.
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The Investors' Marketplace lets individual traders and investors, institutions and third-party service providers meet and do business together.
Search for and do business with multiple advisors, brokers, and wealth managers. Access dozens of advisor portfolios, including Smart Beta portfolios, offered by Interactive Advisors. Accredited investors and qualified purchasers can search for, research and invest with hedge funds.
- Advertise your services at no cost and reach individual and institutional users worldwide.
- Locate third-party vendors offering API and FIX CTCI solutions.
- Find third-party, institutional-caliber research providers and access research directly through Trader Workstation (TWS).
Full-Service Administrator for Insurance Providers Account Structure
Account Information
A Full-Service Administrator account is an umbrella account linked to multiple stand-alone policy accounts that house/custody assets for individual private placement life insurance products. The Administrator account can open, fund, report on and manage the capabilities for all policy accounts together. Administrators retain legal ownership of the assets held in a linked policy account for the duration of the insurance policy.
Accounts are accepted from regulated insurance providers of all countries except from those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls, or similar lists, or other countries determined to be higher risk.