June 11, 2019
Kleinberg Kaplan partners Jeffrey Bortnick and Maurice Collada were recently published in HFM Week. Their article, “Benefits and practical considerations of insurance dedicated funds,” focuses on the general considerations surrounding insurance dedicated funds.
Insurance dedicated funds (or “IDFs”) are named because they are typically only open for direct investment by insurance carriers. Individuals are only able to invest in the IDFs through private placement life insurance (“PPLI”) or variable annuity (“PPVA”) policies they purchase from insurance carriers. Maurice and Jeffrey detail the benefits of utilizing an IDF, how to establish an IDF and the general requirements unique to an IDF.
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