512-735-7254 | contactus@sali.com

ABOUT SALI

Founded in 2002, SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). Currently, SALI administers 67 IDFs for a broad range of asset managers, from boutique hedge funds to the largest wealth management institutions in the world.

SALI enables investment managers to create tax compliant IDFs which can be attached to insurance company Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) investment account platforms. On an ongoing basis, SALI serves as the fund administrator to the IDF.

READ MORE


WHY SALI


By leveraging SALI to build and administer an Insurance Dedicated Fund (IDF), an asset manager is able to do what they do best – manage money and deepen their client relationships. With 11+ years of experience, SALI enables asset managers to create IDFs with minimal expense and assures insurance companies that the ongoing administration will be managed in compliance with tax and regulatory requirements.

READ MORE


PUBLICATIONS


pub-img5
Tax-Efficient Investing Through Private Placement Annuity and Life Insurance Investment Accounts

Wealthy families and individuals interested in tax-efficient investing are increasingly…

pub-img6
Charitable Planning with Private Placement Annuities

Ultra-affluent families often earmark a portion of their investment portfolio assets to…

img-1
PRIVATE PLACEMENT VARIABLE ANNUITIES

Increasing taxes on the wealthy is very much part of the national dialogue. Most believe it’s…

img-2
PLANNING MAKES PERFECT

Many ultra-affluent families earmark an element of their overall wealth for charitable legacy planning.


KEYS TO OUR SUCCESS


SALI has a dedicated team that understands the needs of our clients. We pride ourselves on being nimble and responsive while our infrastructure and know-how allows SALI to create Insurance Dedicated Funds (IDFs) for investment managers easily and efficiently.

READ MORE

CURRENT TRENDS


Featured Articles
2014 Private Placement Life Insurance and Variable Annuity Forum. An Advanced Forum for Carriers, Brokers, Fund Platforms, and Fund Managers to Meet and Grow Their Businesses http://www.iirusa.com/privateplacementlifeinsurance