We offer products and services specifically designed for institutional tax-exempt investors. The unit’s diverse group of investment products are offered through The Union Labor Life Insurance Company and ULLICO Investment Advisors and sold through the ULLICO Investment Company (member FINRA /SIPC ). The menu of product choices is broad and encompasses bonds, domestic and international stocks in core, value and growth styles, as well as, Union Labor Life’s signature real estate related products.
For more information please contact Joe Linehan at 202-682-6684 or jlinehan@ullico.com .
Disclosure: Commingled insurance company separate accounts and Guaranteed Investment Contracts are offered through a group annuity contract issued by The Union Labor Life Insurance Company. All group annuity contracts and privately offered funds are marketed and sold through the ULLICO Investment Company (Member FINRA/SIPC) to qualified institutional investors. Separate Account J will only be sold to US pension and profit-sharing plans that meet the qualifications of Section 401 of the Internal Revenue Code of 1986 (IRC), annuity plans which meet the requirements for the deduction of the employers’ contribution under IRC section 404(a)(2), or subject to certain conditions, governmental plans as defined in the IRC Section 414(d). Privately offered funds will only be sold to accredited investors as defined by the Securities Act of 1933 and/or qualified purchasers as defined by the Investment Company Act of 1940. Investment in illiquid real estate and commercial mortgage loans are subject to additional risks including the potential inability of an investor to redeem units. In addition, fluctuations in interest rates and market volatility may limit available financing for real estate investments thereby adversely affecting the value of the underlying investments, the investment return and the liquidity of the Accounts.
