You are leaving the Taylor Investment Advisors, LP website.
The Taylor Alternative Mutual Funds website will open in a new tab.

IDF Solutions Platform for Investment Managers

Taylor Insurance Series, LP platform solution delivers investors the ability to access top quality alternative investment managers and strategies on a tax-deferred basis through private placement variable annuity and life insurance contracts offered by global insurance companies.

The Taylor Insurance Series mission is to build a “world class” platform of alternative investment strategies and managers, sub-advised by leading investment firms, which comply with relevant IRS rules required to permit owners of private placement variable annuity and life insurance policies to access them.

Taylor Insurance Series offers investment managers interested in developing insurance dedicated funds, an attractive (speed/cost) alternative to building them directly.

Taylor Investment Advisors is an approved investment advisor on numerous global insurance company platforms.

IDF Solutions - How It Works


* According to IRS guidelines, a compliant insurance dedicated fund portfolio must contain a minimum of five underlying investments and adhere to the following concentration limitations (55% in one, 70% in two, 80% in three, 90% in four and 100% in five)

  • Experienced team
    • Over a decade of experience forming and managing insurance dedicated funds
    • Owned and operated by alternative investment industry professionals (investment, operational, administrative)
  • More efficient than building it yourself
    • Lower cost
    • Faster to market
  • Turnkey solution — Permits manager to focus on investing
    • Fund formation and approval process with insurance carrier(s)
    • Ongoing operations, administration, compliance and reporting
  • Education of manager’s team
    • Legal, operations, structuring
  • Marketing and distribution strategy support
    • Collateral design
    • Access to Taylor national network of industry professionals with expertise in insurance/annuities and trust & estate, as well institutional allocators including family offices, multi-family offices, corporations and banks