Accredited Investors

Insurance-Backed Investing with 14% Targeted Returns—Built for Accredited Investors

Limited Availability:

2-Year Capital Hold

Joe Bertolino
CEO of JBI Fund

Why This Fund is Designed for Serious Investors

Straightforward, proven strategy to grow your wealth through the insurance sector.

Here’s what you can expect:

Targeted 14% Preferred Returns Paid Monthly — Designed for predictable income and strong cash flow
Backed by the Insurance Industry — A recession-resistant sector with consistent demand
2-Year Capital Hold — Shorter lockup period than traditional alternatives
Built for Accredited Investors — High-barrier entry and tailored for experienced capital allocators

Book Your Personalized Consultation Now

How Our Fund Works

1. Capital Allocation to Insurance Markets:

We allocate investor capital into carefully selected, income-producing opportunities within the insurance sector.

2. Cash Flow from Structured Premium Flows:

Monthly distributions are generated from reliable, recurring income tied to policy structures and underwriting contracts.

3. Expert Management for Consistent Yield:

Our team actively manages operations to sustain monthly distributions and optimize downside protection.
4. Defined Exit & Reinvestment Strategy:

After a 2-year hold, principal is returned, or reinvested—aimed at scaling your gains.

Disclaimer: This is a private securities offering made pursuant to Regulation D, Rule 506(c), available only to verified accredited investors. All investments involve risk, including the potential loss of capital. The information presented herein does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer will be made only through the fund's Private Placement Memorandum (PPM), which should be reviewed in full before making any investment decision.