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Arta Finance Approved as MSA Manager for PruLife PPVUL Policies

Author

Slice of Finance Team
17 Oct

Key Highlights:

  • Arta Finance approved as Managed Separate Accounts (MSA) manager for PruLife Private Placement Variable Universal Life (PPVUL) policies.

  • Streamlines estate and tax planning for high-net-worth individuals with a vertically integrated wealth management model.

  • Offers investment flexibility across asset classes, with technology-driven reporting and investment choices.

  • Nearly $150 million in life insurance coverage secured since launching in 2023.

Source: PR Newswire

Notable Quote:

❝

"We're thrilled to be part of Prudential's elite network of registered investment advisors that manage their PPVUL investments."

Samita Malik, Chief Insurance Officer at Arta

Our Take:

Arta Finance’s approval as an MSA investment manager for PruLife PPVUL policies represents a significant step in their journey to modernize and simplify wealth management for high-net-worth individuals. The firm’s vertically integrated model provides a one-stop solution for estate and tax planning, which can streamline complex processes traditionally involving multiple advisors. By leveraging technology and offering investment flexibility, Arta Finance continues to position itself as an innovative leader in the digital wealth management space. Moreover, its transparent insurance model, free from commission-based incentives, sets it apart in an industry often criticized for conflicts of interest.