Insurance Resource Center
INTRODUCING DIMENSIONAL FUND ADVISORS
Dimensional investing is about implementing the great ideas of financial science for our clients. For many financial professionals, insurance has become an integral part of a holistic wealth management practice. Dimensional Fund Advisors has developed relationships with some of the largest insurance carriers in the world that have fiduciary-designed solutions to help support advisor businesses.
Watch this short video to learn more about Dimensional and the academic foundation underpinning our investment philosophy.
YOUR DIMENSIONAL SUPPORT TEAM
We are here to help with any questions you may have; from information on Dimensional's investment offerings to practice management and thought leadership. We want to help you understand the value of Dimensional's philosophy and ways to talk about Dimensional with your clients.
To learn more about how you may be able to use Dimensional funds in variable life insurance and annuity products, please contact the Insurance Client Service team: Insurance@dimensional.com | (512) 306-4308.
Click the button to the right for additional contact information.
VALUE-ADD RESOURCES
INVESTMENT SOLUTIONS
Dimensional VA Funds
Domestic Equity Portfolios
VA US Targeted Value Portfolio
International Equity Portfolios
Dimensional VA Funds
Fixed Income Portfolios
VIT Inflation Protected Securities Portfolio
Global Allocation Portfolios
Dimensional Indices for Insurance Solutions
SUPPLEMENTAL RESOURCES
Insurance Insights: The Annuity Revolution (CE Credit)
Results from Dimensional’s Global Advisor Study and Global Investor Study tell us that advisors who embrace insurance and annuities as part of their holistic wealth management approach have higher client satisfaction scores. We’re excited to share where advisors can access Dimensional’s investment strategies within various insurance solutions.
Dimensional at a Glance
This one-page reference highlights firm stats and features key points on Dimensional Investing, including market philosophy, investment approach, and track record.
The Scientific Pursuit of a Better Way to Invest
This four-page brochure offers an overview of Dimensional Investing and is designed to introduce the firm to professionals and end investors.
Pursuing a Better Investment Experience
This brochure features 10 principles that can help investors effectively target long-term wealth in the capital markets.
Terms of Use Business Continuity Privacy Cookies Policy
This information is provided for registered investment advisors and institutional investors and is not intended for retail investors or public use.
Risks include loss of principal and fluctuating value. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.
The Dimensional VA funds are available only to insurance company separate accounts funding variable life and variable annuity insurance contracts. Dimensional may serve as a subadvisor to separate account options funding variable life and variable annuity contracts. Insurance and annuity products are not offered through Dimensional.
This information is intended for educational purposes only and should not be misconstrued or otherwise interpreted as legal, tax, or investment advice. The information provided on this page should not be relied upon by any person in making any decision related to the purchase of any life insurance policy or annuity. Dimensional does not endorse, recommend, or guarantee the services of any advisor or insurance provider.
The fund prospectuses contain more information about investment risks.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at us.dimensional.com. Dimensional funds are distributed by DFA Securities LLC.