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Life Settlements

Qualifications and Additional Information

The provider we work with has a 15-year track-record of offering safe, double-digit returns, (averaging 15.85% annualized returns). Life Settlements may not be for everyone and should not be your sole source of investment options. We highly recommend listening to your individual needs and goals prior to making suggestions on the investments you need to meet those goals.

The following was provided by the life settlement industry:

Generally speaking, life settlements are an option for high-net-worth policy owners age 70 or older. Independent estimates report that among this group, over 50% of policies have a market value that exceeds the cash value offered by the carrier. A growing number of experts now believe that informing clients about offering life settlements should fall under the fiduciary duty of a financial adviser. With this being said, those established in the industry are now placing an emphasis on life settlement education for financial professionals so that they can accurately present the life settlement option to all clients who might benefit from it.

How Do I Qualify to Invest In This High-Return, Low-Risk Investment?

A. You must be an *accredited investor".

(Rule 501 of the SEC regulations defines an individual accredited investor as: “Any natural person whose individual net worth or joint net worth with that person’s spouse at the time of his purchase exceeds $1,000,000”, OR “Any natural person who had an individual income in excess of $200,000 in each of the two most recent years or a joint income with that person’s spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year.”)

B. You must Invest a minimum of $50,000 in this particular product.

OR:

Our goal is never to sell you on any investment to simply give you a learning experience of the product and an opportunity to enhance your current or new portfolio.

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