Insurance Dedicated Funds

LHA is developing IDFs that will be available to investors seeking the tax advantages of life insurance investments coupled with alternative investment strategies. The categories of policies that will be catered to are:

  • Private Placement Life Insurance or Annuities
  • Bank Owned Life Insurance
  • Insurance Company Owned Life Insurance
  • Company Owned Life Insurance
  • Trust Owned Life Insurance

We believe that managing beta is a good source of alpha.