Montage Financial Group typically constructs a portfolio of Life Settlement policies and manages that portfolio, employing a proprietary analytical discipline. Selection of the policies are determined by actuarial assessments, medical histories, and life expectancies.
A portfolio approach to the aggregation and management of Life Settlements creates diversification in life expectancies and maturities of the policies that will provide a broader allocation of risk and higher profit potential for an investor. Within the portfolio, each policy will be analyzed to receive constant consideration in order to assess relative risk, life expectancies, and return characteristics.
To qualify for inclusion in the portfolio, the life insurance policy must satisfy the following conditions:
The insurance policy will not be considered acceptable if the policy:
Montage Financial Group reserves the right to ascertain whether a particular insurance carrier, as well as a specific policy is suitable and qualified, based upon:
Montage Financial Group provides support to help investors after the acquisition of the investment product.
Life Settlement Services
Investors direct Montage Financial Group regarding their long-term goals for their portfolio — whether to acquire-and-hold, or to assemble a portfolio for ultimate resale of the asset to the secondary market. Our management team will assist you in modeling the asset to meet your needs and goals.