Consulting Services

New Investment

We offer comprehensive consulting on new policy purchases for individual and private fund investors. We take pride in successfully navigating the often complex life settlement market with our clients. Our team is focused on minimizing your costs and maximizing your returns. We have an excellent reputation in this industry, and our network provides us with an abundant number of policies to review which allows us to deliver those unique policies for our clients. Our services include: reviewing and identifying policies that meet your specific criteria, negotiating the purchase, simplifying the closing process, optimized premium management strategies, and providing annual policy performance reports.

Existing Portfolios

Our team can review and analyze an existing policy portfolio to identify potential premium cost savings or develop a new premium strategy that better aligns with your current goals. If your investment strategy has changed or you need to free up capital, we can provide guidance on policies that may be candidates for resale on the market and assist with preparing the policy to be sold. A detailed performance report can be produced that shows how your policy is performing so you can make informed decisions on managing your investment.

Simplified Closings

The closing process can be complicated and tedious and we have found that this has been a barrier for some investors, preventing them from participating in the life settlement market. Our simplified process eliminates this obstacle, providing our clients with a stress free experience.

Premium Management Strategy

A solid premium management strategy is crucial to life settlement investing. Our team will develop a strategy for you based on your specific investment goals, monitor performance on an annual basis, and make adjustments to the plan at your request. An excellent premium management plan will result in a maximized return on your investment.

Policy Management

Policy management services can be cost prohibitive for some individual and private fund investors, and most servicing companies will not customize a maintenance plan for you. We make our services affordable for our clients because we understand how important policy management is to the success of your investment. We will customize our plan to your unique needs. We order illustrations, analyze the premiums, develop premium strategies based on your investment goals, maximize premium performance, obtain additional underwriting, create annual performance reports on your investment and more.

Filing Claims

Our team has the experience and attention to detail necessary to file claims with the insurance companies. We gather required documentation, fill out extensive forms, submit paperwork, provide the insurance company with additional information as requested and follow up until the claim is paid to you. We make this a hassle free process for our clients.

Customized Support

Whether you are and individual investor or private fund, our team can be the partner you need in this industry. We will tailor our services to your unique needs, saving you valuable time and money, so you can concentrate on your business and your clients.