A new way of investing: A revolutionary approach for accessing the lucratively traded policies market, with direct investment in individual life insurance policies - click here to register.
Our exciting new online platform lets private investors benefit from an investment approach that was previously only available to institutions.
Fixed returns- flexible options: Traded Policy Desk™ can offer the investor a choice of options for investing in this fixed return*. Each product offers a choice of investment return characteristics and portfolio diversification structures. Register to learn more about our comprehensive product offerings - click here to register.
Earnings potential for financial professionals: Generous commissions are offered to registered representatives. Click here to find out how to become registered.
An ethical and socially-conscious investment: Improve your financial future by improving others' financial futures - click here to find out more.
Please click on a box below for further information on our approach to this unique investment opportunity.
Opportunity
Benefits
Advisor
Why use us
Why Traded Policies?
Opportunity
Traded Policy Desk levels the playing field. Our online platform lets private investors benefit from an
investment approach that was previously only available to institutions. The platform also allows clients to
build their own investment portfolios.
Online opportunities 24/7 - Delivering a fixed payout that's independent of the volatility that is
typically associated with interest rates, the equity market, global events, and property.
The opportunity to generate high returns - 10% per annum absolute returns*, with the possibility of
substantially higher returns. Click here for more details.
Benefits
Liquidity
Low risk
Non-correlated
Low volatility
Advisor benefits:
A new source of commission revenue.
Participation with a cutting-edge, online life settlements platform.
Management tools to scan individual policies or to build client portfolios.
Training and support.
Customized marketing documentation.
Why use us
20+ years of experience in the life insurance and settlements industry.
Managed by seasoned life settlements executives.
The pedigree of the management team, representing billions of dollars in transactional business.
We make it possible for qualified investors and financial professional's to access the
lucratively traded policy market
Why traded policies?
In these uncertain times, many individuals can no longer afford to keep their life insurance policies running.
Insurance companies only give them the choice of lapsing or surrendering the policy, receiving in them
little or no financial benefits.
The traded policy industry has addressed this issue, and according to a GAO™ study, provided over $5.62B
more than surrender value; this is equal to 8 times that value. (U.S. Government Accountability Office™ (GAO))
