Investing
in the Future
“An investment in knowledge always pays the best interest.”
Benjamin Franklin
Life Settlement Industry
With life expectancies rising, there is a dire need for our aging population to maintain their standard of living.
By utilizing the inherent value of a life insurance policy death benefit, life settlements provide economic opportunity for the policy owner and the purchaser of the policy.
What is a
Life Settlement?
A Life Settlement investment is modeled after a real estate transaction. It is similar in nature to a zero-coupon bond in that the purchaser knows at the time of purchase what the total expected return will be.
A purchaser acquires the entire policy, with no fractional interest or policy pooling.
THE CLIENTS WE SERVE
Accredited
Investors
Qualified
Investors
Established Institute &
Non- Profit
Organization
Family Offices
