512-735-7254 |  contactus@sali.com  ABOUTWHY SALIOUR SUCCESSCONTACT USMANAGEMENT TEAMTHOMAS A. NIEMANERIC NAISON PHILLIPSJONAS KATZCHI CHANGGREG BELLUSHJOSEPH BARRYTRACY MARTINEZCAMERON VAILYSENIA RHODESINSURANCE COMPANIESINVESTMENT MANAGERSPUBLICATIONSPUBLICATIONSSPEAKING ENGAGEMENTSCAREERSSALI IDF PORTALABOUT SALIFounded in 2002, SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). Currently, SALI administers 100+ 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 Life Insurance (PPLI) investment account platforms. On an ongoing basis, SALI serves as the fund administrator to the IDF.READ MOREWHY SALIBy leveraging SALI to build and administer an Insurance Dedicated Fund (IDF), an asset manager is able to do what they do best – manage money and deepen their client relationships. With 15+ years of experience, SALI enables asset managers to create IDFs with minimal expense and assures insurance companies that the ongoing administration will be managed in compliance with tax and regulatory requirements.READ MOREEVENTSPlease join SALI October 29th – 30th for the 5th annual Fall Private Placement Conference in New York, NY. The conference offers exposure to key players, recent trends, and current conversations in the private placement insurance market. Click here to view conference and registration details. We hope to see you there.PUBLICATIONSTax-Efficient Investing Through Private Placement Annuity and Life Insurance Investment Accounts  Wealthy families and individuals interested in tax-efficient investing…Charitable Planning with Private Placement Annuities  Ultra-affluent families often earmark a portion of their investment portfolio assets to create a legacy through charitable giving.PRIVATE PLACEMENT VARIABLE ANNUITIES  Private Placement Variable Annuities are a powerful tool to address income tax planning uses for high net worth individuals. PPVAs benefit from no upfront commissionPLANNING MAKES PERFECT  Many ultra-affluent families earmark an element of their overall wealth for charitable legacy planning. Private Placement Variable Annuity (PPVA) Investment AccountsKEYS TO OUR SUCCESSSALI has a dedicated team that understands the needs of our clients. We pride ourselves on being nimble and responsive while our infrastructure and know-how allows SALI to create Insurance Dedicated Funds (IDFs) for investment managers easily and efficiently.READ MOREMaterial on this website is not an offer to sell, or the solicitation of an offer to purchase, an interest in any fund administered by SALI Fund Services. Any such offer or solicitation can be made only by means of a confidential private offering memorandum which describes the details o