Insurance Dedicated Fund

The ACI Insurance Dedicated Fund (IDF) is a private investment vehicle held within an insurance structure, providing investors with tax-advantaged access to private investment strategies.

Text explains tax-deferred compounding because the IDF sits inside a PPLI/PPVA policy, allowing returns to grow without current income tax, reducing annual tax drag.

Key Benefits to Investors

Image with title 'Financial Planning Flexibility,' explaining how investors can pair IDF access with planning objectives like estate planning, legacy transfer, tax-efficient accumulation, and charitable planning.
Text box explaining that investors access the ACI platform through the IDF structure, related to insurance and investment strategies.

A Tax Efficient Investment Structure

PPLI and PPVA both access the IDF, providing exposure to the ACI platform while allowing investors to select the wrapper that best fits their planning objectives.

A informational graphic about Private Placement Life Insurance (PPLI), explaining its structure, tax treatment, minimum investment, underwriting requirement, and primary use case.
Comparison of PPLI and PPVA insurance features in a table with blue background and beige text.
An informational flyer or slide about PPVA (Private Placement Variable Annuity). It includes sections on summary, tax treatment, minimum investment, underwriting requirement, and primary use case, all on a blue background with beige and white text.

IDF Institutional Service Providers

Fund administration by EFSI
Cash custodian is JP Morgan Private Bank
IDF Manager badge for Spearhead Administrative Services, LLC.
Accounting and Tax by Ashland Partners Accounting & Tax, featuring a stylized 'A' and 'L' in black and gray with text in blue and black.
Sub-custodian logo with Morgan Stanley branding.

ACI’s Platform + Tax Efficiency = Enhanced After-Tax Returns

Contact us for more information on the Insurance Dedicated or to request the 2026 IDF Investor Presentation

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