Access a World of Alternatives on a Tax-Efficient Basis

Introduce your clients to Insurance Dedicated Funds

Investors welcome the potentially value-added returns of alternative investments but may be concerned about taxes. Discover a tax-efficient approach to alternatives through Insurance Dedicated Funds or "IDFs."

Get your complimentary copy of our guide, "Tax-Efficient Access to Alternative Investments."

Discover a tax-efficient approach to using alternatives. 

IDFs offer a compelling and flexible solution for investors seeking a fresh approach to:

Growing capital
Reducing taxes
Building wealth
Increasing investment income
Enhancing after-tax returns

Insurance dedicated funds (IDFs) seek to combine investment returns of private investment products with the preferential tax treatment afforded to insurance products.

- Private Equity Law Report

“The Insurance-Dedicated Fund (IDF) marketplace has grown rapidly in terms of both investment manager participation and assets under management.”



Learn how Insurance Dedicated Funds, available through private placement life insurance (PPLI) and private placement variable annuities (PPVA), enable wealthy, affluent, and institutional investors access to a world of alternative investments on a tax-deferred and tax-efficient basis.



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