Fiduciary Promise: We are “by law” required to protect your best interest and represent you and not the providers!
Main Services
Life Settlements
Viatical Settlements
Retained Death Benefit
Auction Facilitation
Facilitate life settlement auctions among multiple providers to secure the highest payouts for our clients.
Fixed Annuities
Helping clients safeguard a portion of their proceeds into qualified fixed annuities with income for life riders.
Support Services
Policy Valuations
The process of assessing a policyowners policy, health, and legal qualification factors to determine an opinion of value.
Consultations
Providing fiduciary opinions and guidance to settlement suitability, risk assessment, and qualifications to stakeholders & professionals.
Underwriting
Gathering, compiling, and safeguarding client’s sensitive policy and health records for transmission.
Title Verification
Identifying policy changes and recording verification of coverage history for secure, transparent transactions.
Negotiation Strategy
The process of reasonably managing expectations to achieve the most optimal client outcomes within the open auction process.
Closing Assistance
Helping guide clients through the closing process including document management, notary assistance, and escrow transfer.
Third Party Services
Financial Advisory
Tax Strategy
Legal Support
Get legal advice regarding the implications of life settlements involving complex situations.
Estate Planning
Get estate planning support before or after a life settlement to ensure your proceeds are properly deligated.
Life Coaching
Speak with a life coach to help you achieve your life goals with your proceeds.