Practical experience from start to finish
For investors or asset managers interested in life insurance assets, the process of entering and operating in the primary, secondary and tertiary marketplaces is challenging – not to mention time consuming and, without the right guidance and assistance, expensive. There are a wide range of issues to address, vendors to meet, and dozens of decisions to be made before, during and after you’ve purchased your first policy or portfolio. To make matters more confusing, the marketplace is populated primarily by independent intermediaries, most of whom may not be involved in the business full-time and some of whom cannot fully align their interests with yours. Add to all this the fact that so much of what is said in the marketplace and about the asset class and the industry is conjecture, hyperbole, misdirection and hearsay and it’s easy to see how critical missteps can occur. To avoid all of these issues, save time and money, and gain an edge, you need competent experts on your side.
LAA gets it done
For parties who prefer to take action rather than talk about acting, Longevity Asset Advisors serves as the leverage you need to allow you to quickly and effectively enter, engage, operate and, when the time comes, exit the marketplace in an orderly and efficient manner. LAA knows all the key players, their backgrounds, core competencies, affiliations and inclinations. More importantly, they know how to assemble, coordinate and manage the right team of service providers to pursue a well-defined and clearly delineated objective. LAA knows what needs doing, who is best suited to do it and what “best-in-class” really means for each activity required. They know what is extraneous and what’s essential and, subject to the client’s requirements, LAA makes sure all the critical issues are dealt with up-front, correctly and with the least amount of wasted time, effort and money. LAA knows all of this and more because, they’ve actually done it for over a quarter century.
Time-tested operational assistance
LAA guides clients through the maze and around the mythology surrounding the life markets to get to the core of what really matters: compliant, efficient, profitable outcomes. LAA knows what they know (and what they don’t) and how to do the things that matter. When so much of what is said about the business cannot be supported by the facts, LAA chooses to stick to them. They have a viewpoint tied to decades of active involvement, careful observation and aggressive research. LAA’s clients tend to want to do what works and LAA is inclined to agree. They tell the truth as they see it and work very hard to challenge not only the status quo, but also their own assumptions. LAA sees opportunities and angles others miss or ignore and their clients benefit from all they know and do right alongside them.
Comprehensive capabilities applied to your business
If you’re already engaged in the life markets or just considering building and managing a portfolio of life-contingent assets or a platform to operate in the marketplace, LAA can get you in the game quickly, with the right strategy and the best chance for success. They’ll walk you through the entire process from start to finish, providing strategic, tactical and operational support and direction along the way. They’ll help you choose and train your team, evaluate the competition and the current environment, vet your ideas and objectives and build the relationships and interfaces you’ll need to succeed. LAA can run the show for you as well, with complete transparency and a no-nonsense approach. From regulatory compliance to accounting, managing service providers to documentation, LAA has the resources and experience to enable you to participate fully in the life settlement marketplace while keeping overhead low and you in control.