The Life Settlement Industry has a Problem
The life settlement marketplace has a problem. There aren’t enough policies to buy.
SUBSCRIBE TO OUR NEWSLETTER
From the most complex analysis to the simplest of questions, Longevity Asset Advisors knows how the life markets work. Subscribe to our newsletter today to keep up with the life contingent industry and all things life settlements.
Chris has over 24 years of active involvement in every aspect of the viatical and life settlement marketplace including international expertise.
View ProfileMike is an entrepreneurial insurance executive with 13 years of insurance and financial services experience driven by extensive analytical capabilities.
View ProfileThe life settlement marketplace has a problem. There aren’t enough policies to buy.
The term “life settlement” is misused on a daily basis by the media, regulators, and even market participants.
The life settlement industry is offering up opportunities right and left.
Managed tertiary sale of a block of life settlements for a private investor. Handled all aspects and elements of the transaction including interfacing with multiple counterparties, their legal counsel, carriers and securities intermediary to successful completion.
Read MoreEngaged by institutional investor to provide valuation analysis with respect to their interests in a portfolio of life settlements. Re-underwrote and evaluated portfolio of policies and produced written report and supporting documentation for presentation to client’s legal and tax advisors.
Read MoreManaged tertiary sale of a block of life settlements by European institutional investor to US private buyer. Handled all aspects and elements of the transaction including interfacing with multiple counterparties, their legal counsel, carriers and securities intermediary to successful completion.
Read MoreEngaged by institutional investor to advise them with regard to a proposed real estate transaction involving the use of life insurance policies as collateral. Services counterparty due diligence, quantitative valuation analysis and qualitative analysis of documentation pertaining to subject assets.
Read MoreEngaged by a US Panel Trustee to provide expert advice, forensic due diligence, valuation, strategic guidance and other services involving a failed $250 Million life settlement scheme. Mandate included evaluating and managing the orderly liquidation of a life settlement portfolio.
Read MoreProvided consulting services to a European institutional investor seeking to redeem shares of a Cayman Islands-based life settlement fund. Provided market intelligence, transactional guidance and due diligence services to client and their counsel to effectuate a successful transaction.
Read MoreEngaged by a European asset management firm to initiate, start-up, develop, operate and manage a life settlement platform. Provided guidance and services required for all aspects of establishing life settlement acquisition and management capabilities in the US.
Read MoreAppointed exclusive sales agent for the Debtor-in-Possession of a $65 Million portfolio of fractionalized life settlement policies. Managed all aspects of an open-outcry auction and sale of the portfolio of 46 life settlements within 6 week time frame and secured an $18.5 Million winning bid from an institutional investor.
Read MoreFacilitated tertiary sale of a block of life settlements for institutional investor. Handled specific elements of the transaction including interfacing with multiple counterparties, their legal counsel, carriers and securities intermediary to successful completion.
Read MoreEngaged by an institutional investor as subject matter experts and to provide litigation support including expert analysis and reporting as well as expert witness testimony. Extensive consultation with client’s counsel regarding life insurance, policy valuation, operational and market conduct issues.
Read MoreEngaged by asset management firm to research and analyze a cross-section of service providers operating in the life settlement marketplace as providers and servicers. Identified target companies, developed questionnaires, conducted in-depth interviews, and produced findings in a detailed analytical report.
Read MoreTraveled to Europe and Asia on behalf of a European fund group as subject matter experts and sub-advisor for the group’s life settlement fund. Met with financial advisors, distributor and investors active or interested in the life settlement asset class.
Read MoreEngaged by a vertically integrated life settlement company to advise management team and restructure operations across the platform. Provided training and support for operations involving origination, IT, business development and portfolio administration activities.
Read MoreManaged tertiary sale of a block of life settlements for a private investor. Handled all aspects and elements of the transaction including interfacing with multiple counterparties, their legal counsel, carriers and securities intermediary to successful completion.
Read MoreEngaged by legal counsel representing over 3,000 investors impacted by the bankruptcy of a large fractional interest life settlement company. Served as subject matter experts and provided counsel, market intelligence, financial analysis and strategic guidance for legal team from inception through confirmation.
Read MoreManaged tertiary sale of a block of life settlements for European institutional investor. Handled all aspects and elements of the transaction including interfacing with multiple counterparties, their legal counsel, carriers and securities intermediary to successful completion.
Read MoreManaged tertiary sale of a block of life settlements by European institutional investor to domestic institutional buyer. Handled all aspects and elements of the transaction including interfacing with multiple counterparties, their legal counsel, carriers and securities intermediary to successful completion.
Read MoreEngaged by start-up asset management firm to provide strategic advice and assist management in the development of a business plan and operational design for development and launch of a vertically integrated life settlement and life insurance servicing platform.
Read MoreEngaged by advisor for an insurance aggregator to produce optimized premium streams for a portfolio of 160 life insurance policies. Produced uniform and detailed output in format suitable for use by institutional investors on a tight deadline.
Read MoreAdvised attorney representing a bankruptcy trustee selling a large life insurance policy on behalf of a failed hedge fund. Provided contract review and market intelligence to ensure policy sale was properly documented and fairly valued.
Read MoreAdvised attorney representing trustee of a large life settlement portfolio with respect to the servicing of the portfolio, pricing related to services being provided and other matters related to the market for life settlement servicing.
Read MoreEngaged by a US Panel Trustee to provide litigation support in the form of expert consulting and expert witness services. Examined documents, wrote expert reports and coordinated with the trustee’s legal and accounting advisors in support of trustee’s litigation strategy.
Read MoreEngaged to provide bespoke post-purchase administration of a portfolio of life settlements and to advise owner with respect to the resolution of past mismanagement of the assets. Implemented solutions and currently manage the portfolio on an ongoing basis.
Read MoreServed as sub-advisor to European fund manager with respect to all activities related to acquisition, management and eventual disposition of life settlements over a 2.5 year period. Fund’s return over the period was 11.3% net after all taxes and fees.
Read More