Insurance Dedicated Fund
A.W. Jones Insurance Fund targets the same investment philosophy as the Flagship Fund. The underlying managers in the A.W. Jones Insurance Fund are the same as those in the Flagship Fund, although the individual weightings vary.
How Insurance Dedicated Funds Are Structured
Insurance-Dedicated Funds (“IDFs”) are investment vehicles that accept investments from separate accounts of life insurance companies
IDFs are accessed through the separate accounts of life insurance companies via two methods: a Private Placement Variable Annuity (“PPVA”) Investment Account or a Private Placement Variable Universal Life (“PPVUL”) Investment Account
PPVA and PPVUL policies allow investment gains within an IDF to accumulate on a tax deferred basis
A.W. Jones has partnered with SALI Fund Services, LLC a platform for insurance dedicated funds
The A.W. Jones Insurance Fund is available for subscription through licensed insurance brokers. A.W. Jones and SALI can coordinate these insurance brokerage resources for the investor
Tax-deferred growth of investment earnings with no life insurance component
Eliminates K-1s
Primarily an income tax-free investment and wealth transfer product
Eliminates K-1s
Some term life insurance must be purchased
Life insurance physical and proof of insurability required