Thomas F. Wiese, former Executive Managing Director at Lombard, Joins Crown Global as President of Institutional Solutions

NEW YORK – October 4, 2021 – Crown Global Insurance Group, a leading provider of private placement life insurance and annuities for ultra-high net worth individuals and institutional investors, announced today that Thomas F. Wiese, who previously served as Executive Managing Director at Lombard International, has joined Crown as President of Institutional Solutions.

Crown Global Ranked as One of AM Best’s Review Top 200 U.S. Life/Health Insurers in 2021

Crown Global Insurance Company of America, a leading provider of private placement life insurance and annuities for ultra-high net worth individuals and institutional investors, announced today that AM Best’s Review has ranked its U.S.-based business as one of the top 200 U.S. life/health insurers in 2021 based on 2020 admitted assets

Crown Global Insurance Group Announces New General Counsel

Wilmington, DE – August 25, 2020 – Crown Global Insurance Group LLC announced today that Damien Rios has assumed the roles of Senior Vice President and General Counsel at the firm.

Crown Global Begins to Issue Policies in South Dakota

Extension of Authority to South Dakota allows Crown Global to better serve clients on the West Coast of the United States

AM Best Upgrades Credit Ratings of Crown Global Insurance Group LLC and Certain Subsidiaries

AM Best has upgraded the Financial Strength Rating to A- (Excellent) from B++ (Good) and the Long-Term Issuer Credit Ratings (Long-Term ICR) to “a-” from “bbb+” of Crown Global Life Insurance Ltd. (Bermuda), Crown Global Life Insurance (Bermuda) Limited and Crown Global Insurance Company of America (Delaware).

Crown Global Receives Certificate of Authority to Issue Policies in South Dakota

NEW YORK – December 20, 2019 – Crown Global Insurance Company of America, a leading provider of investment-enhancing solutions for ultra-high net worth individuals and institutional investors, announced today that it has received a Certificate of Authority to issue policies in South Dakota, and will start offering its custom solutions to clients in the second quarter of 2020.

Crown Global CEO Perry Lerner to Speak at SALI Funds Services 2019 Fall Private Placement Conference in New York

Lerner will discuss the state of the private placement industry, including the impact of market volatility and new initiatives

Crown Global’s Laura Gambineri to Speak at The Leaders Group 2019 Private Placement Insurance Forum in Las Vegas

Account Executive Laura Gambineri will participate in a panel discussion on “The Future of Private Placement”

Crown Global’s Riccardo Gambineri to Speak at the Vie International PPLI Conference 2019 in London

Senior Vice President Riccardo Gambineri will discuss “The Use of PPLI in a Multi- Jurisdictional Context - Opportunities & Pitfalls”

From Bloomberg Daily Tax Report International: INSIGHT: The Often Unknown Tax Liability Facing Foreign Investors in U.S. Equities

Directly investing in U.S.-situs assets such as U.S.-Equities as a non-U.S. investor creates potential U.S. estate tax liabilities. Specific structuring options like PPLI can reduce this liability. Among several other benefits, PPLI may be a reliable option for mitigating income and estate tax liabilities and, if correctly structured, may provide comparable benefits in the investor’s home country, too.

Improving SMA Investment Performance: De-Mystifying Tax Efficient Solutions

An increase in the popularity of debt-oriented funds, combined with recent changes to state income tax rates and rules limiting deductions, has led to a reduction in after-tax returns of ordinary income for high-net-worth clients of RIAs—making tax-efficient investment structures critical for safeguarding and growing assets.

Crown Global CEO Perry Lerner to Speak at KNect365’s Private Placement Life Insurance & Variable Annuities Forum in Chicago

Panel discussion will focus on institutional investors and Mr. Lerner will discuss the opportunities and challenges for this market; Crown’s Riccardo Gambineri and Laura Gambineri will also speak at the event

Crown Global’s Riccardo Gambineri to Speak at the US/UK Tax Planning: America 2019 Conference on May 6th in Los Angeles

Mr. Gambineri will discuss how to maximize investment returns and flexibility through a US and UK Dual Compliant Variable Life insurance policy.

Crown Global’s Riccardo Gambineri to Speak at the US/UK Tax Planning: America 2019 Conference on May 2nd in New York

Mr. Gambineri will discuss how to maximize investment returns and flexibility through a US and UK Dual Compliant Variable Life insurance policy.

AM Best Assigns Issuer Credit Rating to Crown Global Insurance Group LLC and Revises Outlooks to Positive

AM Best has revised the outlooks to positive from stable and affirmed the Financial Strength Rating of B++ (Good) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “bbb+” of Crown Global Life Insurance Ltd. (Bermuda), Crown Global Life Insurance (Bermuda) Limited and Crown Global Insurance Company of America (Delaware)

Crown Global’s Riccardo Gambineri and Laura Gambineri to Speak at the International Estate Planning Summit 2018 on November 29th in Zurich

Conference held by Institute of Financial Services Zug IFZ; Mr. Gambineri and Ms. Gambineri will discuss “Use of Life Insurance for US and UK Resident Individuals for Estate and Tax Purposes”

Crown Global sponsors KattenMuchinRoseman LLP's Private Placement Life Insurance Educational Event in New York City on October 29

Crown Global is pleased to sponsor KattenMuchinRosenman, LLP's October 29th event in New York City highlighting the tax-efficiency created through the use of private placement life insurance and annuity structures.

Crown Global Chairman and CEO Perry Lerner to Speak at Discussion Moderated by Katten Muchin Rosenman LLP on Implications of Tax Reform and Private Placement Insurance

Mr. Lerner will participate on the panel “Tax ‘Reform’: A Clearer View as the Dust Settles,” moderated by Henry Bregstein, global co-chair of Financial Services at Katten

Crown Global CEO & Chairman Perry Lerner to Speak at SALI Funds Services 2018 Fall Private Placement Conference in New York

Mr. Lerner will discuss current priority issues as well as short- and long-term trends in the private placement industry

Crown Global’s Riccardo Gambineri to Speak at Vie International’s Private Placement Life Insurance Conference in London

Crown Global CEO Perry Lerner to Speak at Keynote Session with CNBC’s Ron Insana at KNect365’s Private Placement Life Insurance & Variable Annuities Forum in Chicago

Crown Global's Riccardo Gambineri to speak at the US/UK Tax Planning, New York 2018 Conference on May 8th.

On May 8th, Crown Global's Riccardo Gambineri will be addressing the attendees of the US/UK Tax Planning Conference in New York City. Riccardo will be discussing how a dual-compliant life insurance policy can maximize tax-efficiency, while also offering access to non-US investment funds and tax-deferred compounding of investment gains for US citizens living in the UK. Crown Global's clients and colleagues can enjoy a 30% discount by using the VIP code FKW53644CGI.

Perry Lerner publishes in Real Estate Finance & Investments

Perry Lerner describes an increasingly popular structure to create greater tax-efficiency for non-profits and foreign investors.

Crown Global presents 2017 Year End Message and Highlights

Crown Global’s Chairman and CEO Perry Lerner to Speak at Upcoming Industry Events in New York City