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Life Settlements For Training Purposes Only
What is a Life Settlement? ,[object Object],[object Object],[object Object]
How long have Life Settlements been around? ,[object Object],[object Object],[object Object]
Are Life Settlements Safe? ,[object Object]
Life Settlements ,[object Object],[object Object],[object Object]
Life Settlements ,[object Object],[object Object],[object Object]
Life Settlements ,[object Object],[object Object],[object Object]
Life Settlements ,[object Object],[object Object]
The New York Times: ,[object Object],[object Object],[object Object]
Life Settlements ,[object Object],[object Object],[object Object]
Life Settlements ,[object Object],[object Object],[object Object],[object Object]
Life Settlements ,[object Object],[object Object],[object Object]
Life Settlements ,[object Object],[object Object],[object Object]
Why have you not heard about Life Settlement Investments? ,[object Object],[object Object]
Why have you not heard about Life Settlement Investments? ,[object Object]
Why have you not heard about Life Settlement Investments? ,[object Object]
Why have you not heard about Life Settlement Investments? ,[object Object],[object Object],[object Object]
Life Settlements are now considered a valuable financial planning tool  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Life Settlements A Multi-Billion   $$$   Industry Major financial publications continue to attest to the growth of the industry.
“ We expect the Life Settlement business, an emerging secondary market for life insurance, will grow more than ten-fold to $160 Billion over the next several years.” Sanford C. Bernstein, Research Call
[object Object],[object Object],Big Industry, Big Investors Why? Wall Street Says…
Safety and Security -Contractual Agreements with A rated or better Legal Reserve Life Insurance Companies -Uncorrelated to stock market, oil prices, interest rates or even terrorism Mainstream -Institutional Due Diligence -Opportunity to invest on level playing field with institutions No Management Fees -All fees are included in acquisition cost -Qualified funds (IRAs) have a custodial fee Liquidity -Medium to long term investment -A sit and hold type investment Performance -Absolute Payout -Historical double-digit returns Clear Exit Strategy -Forces you out on top – you always buy low and sell high! -Vast majority of all investors reinvest Win/Win Investment -Insured receives > cash value -Investor receives > solid returns What makes LS an ideal investment for many?
Absolute Returns ,[object Object]
Investing with Life Settlements ,[object Object]
What is  fractionalizing  policies? ,[object Object],[object Object]
How the process works… ,[object Object],[object Object]
Life Settlements ,[object Object],[object Object],[object Object],[object Object]
Life Settlement ,[object Object]
Example Portfolio… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
What is Life Expectancy (LE)? ,[object Object],[object Object]
Rule of 72 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Let’s analyze a Life Settlement policy… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Life Settlements ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Life settlement power point

  • 1. Life Settlements For Training Purposes Only
  • 2.
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  • 19. Life Settlements A Multi-Billion $$$ Industry Major financial publications continue to attest to the growth of the industry.
  • 20. “ We expect the Life Settlement business, an emerging secondary market for life insurance, will grow more than ten-fold to $160 Billion over the next several years.” Sanford C. Bernstein, Research Call
  • 21.
  • 22. Safety and Security -Contractual Agreements with A rated or better Legal Reserve Life Insurance Companies -Uncorrelated to stock market, oil prices, interest rates or even terrorism Mainstream -Institutional Due Diligence -Opportunity to invest on level playing field with institutions No Management Fees -All fees are included in acquisition cost -Qualified funds (IRAs) have a custodial fee Liquidity -Medium to long term investment -A sit and hold type investment Performance -Absolute Payout -Historical double-digit returns Clear Exit Strategy -Forces you out on top – you always buy low and sell high! -Vast majority of all investors reinvest Win/Win Investment -Insured receives > cash value -Investor receives > solid returns What makes LS an ideal investment for many?
  • 23.
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