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Copperstone Multi-Series Insurance Dedicated Fund

Although the benefits of Private Placement Life Insurance sound attractive, the mechanics and implementation can be cumbersome for fund managers and advisors. In response to these challenges, Copperstone Partners created a “Multi-Series” Insurance Dedicated Fund in which the underlying managers (of each individual series), can focus on management, while Copperstone Partners handles the administration and implementation of the partnership.


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Each series within the Copperstone Multi-Series Insurance Dedicated Fund (IDF) can be custom tailored and is segregated from the other series. A client/policy holder can select to which manager/fund/series to allocate their cash values for management. In Short, the Copperstone Multi-Series Insurance Dedicated Fund provides unprecedented flexibility for the manager while dramatically improving the tax efficiency of a client's investment portfolio.


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To obtain a list of funds available in the Copperstone Multi-Series Insurance Dedicated Fund and historical returns or to discuss having your fund or money manager included in a series, contact us at 888.773.6787.