512-735-7254 | contactus@sali.com

Founded in 2002, SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). SALI administers 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.

SALI currently administers 100+ IDFs for 28 major life insurance company PPVA and PPVUL investment account platforms, both onshore and offshore. SALI is an open-architecture platform that works cooperatively with investment managers, insurance companies, and insurance brokers to create IDFs targeted for distribution to:

  • High Net Worth Individuals
  • Corporate-Owned Life Insurance (COLI)
  • Insurance Company-Owned Life Insurance (I-COLI)
  • Bank-Owned Life Insurance (BOLI)
  • Pensions, Endowments, and Foundations