Fiduciary advocacy 

required

Underutilization of life settlements by wealthy policyholders is a failure of the prevailing system and exposes a lack of fiduciary advocacy.

This presents a significant service opportunity for advisors committed to providing both tactical and strategic financial advice.

 

But even more fundamental than that, is the simple idea that clients— unbeknownst to their advisors, are allowing policies to lapse because no one they trust ever mentioned another option.

Let's work together

We present advisors with a simple value proposition.

Our service deepens the financial planning process while providing a highly personal and differentiated service offering.

Like you, we adhere to the high standard of fiduciary care. Our process is secure, transparent, and efficient. And our success is wholly dependent upon the welfare of your clients--and our client, you, the advisor.

Because it's the right thing to do.

1908 Advisors provides secure, transparent, and efficient access to the life settlement market for advisors committed to the high standard of fiduciary care.

Meet the bogeyman

The profitability of the life insurance industry depends on capturing the value embedded in policies terminated by its oldest insureds.  

Every year, and quite unwittingly, US households transfer $25 billion of their wealth to carriers who work assiduously to suppress the use of life settlements. 

Enterprise relationships with firms,

personal service for advisors.

SF Office West

123-456-7890

info@mysite.com

500 Terry Francois Street

San Francisco, CA 94158

Secure, transparent, and efficient access to the life settlement market for all advisors held to the high standard of fiduciary care.

Request our

Life Settlement Primer

1908 Advisors, LLC

725 North Avenue, NE

Atlanta, GA 30306

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