(888) 773-6787

  • About Us

About Us

Copperstone IDF Services provides financial professionals with unparalleled solutions for managing client investments within Private Placement Life Insurance and Annuity contracts. Our “plug and play” insurance dedicated fund structure allows asset managers to quickly and efficiently establish a separately managed account under the umbrella of an established insurance dedicated fund. This allows them to avoid the cost and complexity of setting up their own insurance dedicated fund while Copperstone handles the administrative functions of dealing with multiple insurance companies and policy holders.

Our network includes many of the top life insurance professionals across the country who assist in the implementation of the policy itself.