LifeSet Advisors, LLC, provides a broad array of services within the Life Settlement marketplace.Its services are all-encompassing, including medical record acquisition and review, life expectancy reports, policy illustration and valuation analysis, negotiation and closing of sales.LifeSet has carved a niche for itself in the large case market ($2-million to $25-million in face amounts) which allows it to provide these services at highly competitive rates for both individual policy and portfolio managers. Since 2007, LifeSet's brokerage group has sold in excess of $350-million in face amount of life insurance to more than a dozen licensed funding sources both domestically and internationally. On behalf of its institutional client base, the firm maintains an active inventory of policies for sale in excess of $200-million.LifeSet's thorough case preparation has earned it an outstanding reputation among top US Providers for superb case control and execution. The company operates under a full-transparency policy and adheres to the highest level of professionalism and privacy in representing its clients.
In addition to brokerage, LifeSet provides portfolio management services on behalf of portfolio managers and premium finance companies. Clients are provided 24-hour, secured access to a proprietary, HIPAA compliant data platform to view all case information. All documents are scanned and saved on the company's in-house computer servers, which are backed up offsite on a daily basis. LifeSet currently provides these services for more than 300 life insurance policies representing in excess of $1.5 billion in death benefits.
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.