Under Investment Solutions, we referenced the High Net Worth Investor’s ability to access AFM investment strategies in a taxable manner (Access-Alpha), on tax-deferred basis (Private Placement Variable Annuity – PPVA, and also in a superior tax-advantaged manner (Private Placement Variable Universal Life – PPVUL. The Investor Profile, as it regards net worth and/or invested capital and minimum investment requirements is as follows:

Access-Alpha Investment Strategies (Non-insurance)
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 Qualified Client: Client Qualifications
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 Minimum Investment: $500,000

PPVUL & PPVA - 3(c)7 Series
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 Qualified Purchaser: Client Qualifications
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 Minimum Investment:
PPVUL ($1,000,000 single investment or $500,000 for five years)
PPVA ($500,000)

PPVA - 3(c)1 Series (PPVA Only)
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 Qualified Client: Client Qualifications
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 Minimum Investment: $500,000

FOR USE ONLY BY BROKER DEALERS, INVESTMENT MANAGERS, AND ADVISORS WHICH ARE UNDER AGREEMENT WITH ACCESS FUND MANAGEMENT, LLC AND AN INSURANCE CARRIER OFFERING PRIVATE PLACEMENT INSURANCE PRODUCTS WITH AFM AS ONE OF THE UNDERLYING MONEY MANAGERS OR A PRE-QUALIFIED CLIENT OF THE SAME. NOT TO BE USED WITH THE GENERAL PUBLIC.