Access a World of Alternatives on a Tax-Efficient Basis

Introduce your clients to Insurance Dedicated Funds

Tax-access
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
Diversification
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.”

- wealthmanagement.com

 

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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