Definition

Insurance Dedicated Fund (IDF)

A pooled fund created specifically to sit inside variable insurance contracts and satisfy §817(h) diversification.

Full definition

An Insurance Dedicated Fund is a private fund whose investors are restricted to variable insurance separate accounts and other permitted vehicles. IDFs are engineered to comply with the §817(h) diversification rules, letting hedge-fund, private-credit, and other alternative strategies be held inside PPLI on a tax-deferred basis.

Availability, tax treatment, and policy design depend on jurisdiction, carrier, investor qualification, and applicable law. simpleppli.com provides general educational information only — not tax, legal, insurance, or investment advice. Consult qualified tax counsel, insurance counsel, and licensed insurance professionals before implementing any PPLI structure.