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INVESTOR SITE

We save clients tens of millions of dollars versus illustrated level premium each year.

Servicing

Servicing & Portfolio Management

Proven in-house capacity to actively manage assets and realize return.

More on Servicing & Portfolio Management

Our portfolio servicing incorporates business process, proprietary technology and controls designed to maintain the highest degree of visibility into each investment. From there we actively consider each policy on a stand-alone basis and in the context of its underlying investment strategy and role as part of a larger portfolio.

  • Services include:
  • Policy valuation and stress testing
  • Document review
  • Verification of premium payments
  • Monthly recalibration of minimum premium payments
  • Updated policy information
  • COI monitoring
  • Updated insured medical & related information with periodic review
  • Mortality tracking & death benefit collection
  • Portfolio NAV calculation
  • Coordinate investment structure service providers