LifeSet Advisors is one of the leading life settlement
brokerage firms in the country, having sold in excess of $350-million in face
amount of life insurance since 2007. As a member of the Life Insurance
Settlement Association (LISA), the firm adheres to the highest levels of
professional standards with regard to its privacy, anti-fraud and full
disclosure policies.
LifeSet's thorough case preparation and execution have
earned it an outstanding reputation among top US Providers. The firm has
successfully closed transactions with more than a dozen licensed funding
sources both domestically and internationally. Furthermore, LifeSet's
brokerage division is continually seeking new sources of capital to provide an
even greater opportunity for its institutional and individual clients.
Prior to submitting a case to a prospective buyer, LifeSet compiles a comprehensive file which includes:
- Policy Fact Sheet - Current Life Expectancy Reports from at least two service providers - Five years medical records - HIPAA Form - Current Policy Illustration showing minimum level premiums to maturity - Copy of the Insurance Policy - Ownership documents if Trust or Corporately Owned - Broker of Records Letter - Policy valuation report based on Milliman actuarial software
When policies are sent out for sale, LifeSet creates a secure on-line portal for each client to track the bid history of their policies in real time. Once an offer has been accepted, a closing timeline is posted and continually updated so that clients can clearly determine when they will receive the sales proceeds.
DISCLAIMER: This site is not an offer by LifeSet Advisors, LLC to buy or sell any life insurance policy or any interest therein, nor any investment or security. LifeSet Advisors, LLC does not provide tax advice or investment advice or advocate the purchase or sale of any life insurance policy, security or investment.