Founder and CEO

As a well-respected and veteran tax attorney, Alan Jahde approaches wealth preservation challenges from a place of, “yes.” He strives to connect advisors to innovative solutions that provide their clients with custom, tax-efficient, and lawful strategies.

His passion for tax efficiency is illustrated by more than 43 years of experience in private placement life insurance and annuities, dynasty trusts, LLCs, and related real estate and income tax planning structures.

Alan completed advanced training in taxation while earning his Master of Laws (LLM) at the University of Denver’s Sturm College of Law. After practicing law in Nebraska and then Colorado, he went on to co-found, in 1995, the law firm of Anderson & Jahde, P.C. The firm focused on international income and estate planning, private placement insurance, charitable giving, defined benefit pension planning, and tax controversy.

Alan gained additional specialty expertise in broad facets of modern-day wealth preservation as a member of the:

• Tax Section of the American Bar Association
• Centennial Estate Planning Council
• Taxation Law Section of the Colorado Bar Association
• Trust and Estate Section of the Colorado Bar Association

In 2001, he co-founded a Bermuda-based private placement life insurance carrier.

Since bringing private placement solutions onshore with Investors Preferred in 2013, Alan has helped hundreds of sophisticated investors access U.S.-based solutions that generally offer less complexity, lower costs, more attractive minimums, and the ability to fund a new policy with “in-kind” transfers of an existing portfolio.

Alan has been active in a variety nonprofits and associations over the years. He’s served as a board member and in board leadership roles for numerous nonprofit boards, as well as for two homeowner’s associations.

Tax Law Experience:

• Investors Preferred, 2013-present
• Colorado Bar Association, 1982-present
• A Bermuda-based life insurance company, 2001-2012
• Law firm of Anderson & Jahde, P.C., 1995-2015
• Nebraska State Bar Association, 1980-1982

Recognition:

• Board member (including Chair of the Board), Rocky Mountain College of Art + Design, 2015-present
• Board member, Lutheran Family Services Rocky Mountain, 2010-2015
• Named one of Denver’s Top Rated Lawyers by Legal Leaders in the Trusts and Estates category, 2014
• Named one of Denver’s Top Rated Lawyers by Legal Leaders in the General Practice category, 2014
• Published in Colorado Lawyer, 2012
• Published in Estate Planning, 1999
• Published in the Journal of Asset Protection, 1997
• Published in the Journal of Financial Planning, 1991
• Published in Colorado Lawyer, 1988

Education:

• Masters of Law in Taxation, University of Denver, 1987
• Juris Doctorate, University of Georgia, 1979
• Bachelor’s in business, University of Nebraska, 1975

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