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We are on a mission...

To fix a flawed distribution channel that costs 20,000 70+ HNW households more than $9 billion a year on $50 billion of cash value life insurance that they could sell but instead lapse, by professionalizing, simplifying, and applying true fiduciary standards to the process and, most importantly, actively engaging fiduciary wealth advisors in the transaction with their clients.

The net value of "life settlements" to sellers has long been severely constrained by ethically-challenged, rent-seeking brokers that function like a black market on the periphery of the life insurance industry. An industry whose interest is diametrically opposed to that of policy owners who no longer want what was sold as an investment. It's predatory, expensive, and rife with moral hazards and conflicts. It's dysfunctional by design.

But, with you, the fiduciary wealth advisor, we're fixing it, to the great benefit of your clients.

We are highly experienced private equity and capital markets professionals who work with like-minded advisors committed to the highest standards of fiduciary care. Our fast, comprehensive auctions connect policies with a regulated, liquid, competitive market of institutional buyers, such as Apollo, Blackstone, Barings, TPG, Berkshire Hathaway, and others.

We serve a rapidly expanding lost of leading wealth managers, RIA’s, and multi family offices with a highly specialized service that solves a high-value problem faced by almost 60% of your clients who live past 65; what to do with a large, unwanted life insurance policy. Due to a general lack of awareness or, in some cases, a rational distrust of industry sponsored solutions, older HNW households are forfeiting $9.3 billion. Every year.

There are fiduciaries and there’s everyone else. It’s time for a change and we’d like to invite you to join us on this righteous mission.

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