Founded in 2002, SALI Fund Services provides a comprehensive, turnkey platform for investment managers to create and operate Insurance-Dedicated Funds (IDFs). These funds are investment options available exclusively through insurance products, such as Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA), which are often used by high-net-worth individuals and institutional investors for tax-efficient wealth management. SALI's platform handles the structuring, legal, and administrative aspects of IDFs, allowing asset managers to offer their investment strategies within these insurance wrappers and connecting them with insurance company distribution channels.

Founded in

United States