Dealer Principals

As head of your dealer group we know that your mandate is to develop strategies that help your client manage their financial affairs and meet their life goals. As a professional financial planning practice we also know that you would hope that the advice given would protect and build your client’s income or investments.

But unfortunately this is not always the case! A Licensee often needs to rely on external advice provided by a research or asset consultant. These analysts concentrate mainly on main stream asset classes, such as property or securities and derivatives of. They often live in fear about their investment decisions and choices. Why, because irrespective of economic recovery or positive global outlooks, their investment positions can be materially altered by a number of factors outside of their control. Why, because we live in a fragile geo-political environment.

As you are well aware any investment decision implies some risk. Risk is the price you pay for returns. Just as the more work you do, the more you should be paid, so the more risk you take, the higher the return you should receive. This is “the risk/reward trade-off”. It is one of the key concepts of investment.

Life Settlements are not correlated to other financial markets. The non-volatility of this asset means that it is not impacted upon by economic instability, rising or falling interest rates, bond markets, fluctuating share prices etc. A life insurance policy is a capital stable asset. The benefit (i.e. the amount to be paid on the underlying policy) is known. The only question is when you will be paid, which will determine the ultimate yield on the investment.

We would welcome the opportunity to discuss the advantages and benefits of utilising our services in the acquisition of life settlements for your practice.

Given that we have the most comprehensive life settlement acquisition protocol in this space, we are confidant that by utilising our services you would sleep at night knowing that you would:

1. hold irrevocable beneficiary on every policy purchased from day one.

2. have an independent Trust agreement & bank account.

3. always be in control of your investment funds and ongoing premium account.

4. know that Asset Life engages independent premium tracking companies to ensure that premiums are correctly paid to the appropriate insurance company.

5. know the capital value and potential internal rate of return on every policy held in your portfolio.

6. know that fees agreed too by way of our origination and servicing agreement are the only fees payable and covers the acquisition and ongoing portfolio management of the policies.

Ask yourself, how many asset classes are there, that have not been affected by past or recent economic circumstances?