CMG Surety LLC is a Tennessee limited liability company based in Naples, Florida, and formed for the purpose of managing unique investment alternatives. We are dedicated to the use of Life Settlements as non-correlated, “Stable Value” assets to meet the needs of select institutional clients. In 2002, a patent was filed by the Company’s principals for the use of life settlements in specific types of mergers and acquisitions (M&A) and as a “pure” hedge for other types of investment vehicles. More recently, CMG developed patent-pending tools including unique policy valuation and pricing methodology.
Many states are now regulating the sale of life settlement policies as securities. As a Florida licensed Viatical Settlement Provider, we advocate the securitization approach to selling life settlements. We believe this approach, although more work-intensive, provides clients with a more comprehensive level of disclosure. In addition to the “full and fair disclosure” standard required in offering policies in a securitized format, our clients must meet appropriate suitability guidelines in accordance with applicable securities regulations.
The legitimacy and strength of any investment product can be affected by the integrity of the individuals who create and manage it. Our management team includes a securities attorney and former criminal prosecutor, a former bank investment officer and Florida Registered Investment Advisor, and licensed insurance agents. The Company’s principals hold securities licenses with FINRA and are licensed in a number of states. We encourage any potential client to carry out thorough due diligence on the Company, its principals, and our products.
Disclosure:
Any reference to “CMG” or “CMG Surety” is synonymous with the more formal “CMG Surety LLC.” In Texas, CMG Surety LLC operates under dba “CMG Life Settlement Providers LLC” as the state does not allow the use of “surety” in a company’s name.