The Benefit

When properly selected and safely acquired, life settlements can add value to financial transactions in a number of ways. In addition, unless there is a sale or exchange of the policy, there is no tax impact on life settlements until maturity (the death of the insured). We have also filed a patent, currently pending, for the use of life settlements in traditional leveraged buy-outs, management buy-outs, and family buy-outs.

Our experience in managing the world's largest open-end fund has demonstrated the ability to provide attractive returns on investment in this asset class that is not dependant upon the timely death of an insured.  Through a patent pending NAV model, qualified investors have the opportunity to profit through a highly regulated and accountable environment.

 

 

 

 

 

 


Securities provided through Sovereign-American Securities, Inc.
Member FINRA, SIPC
LISA