lifesettlementgrp.com
Case Studies | Settlement Group INC.
http://www.lifesettlementgrp.com/policy-owners/case-studies
How the Process Works. We Can Do Business In. Couple Replaces Lost Income:. Reduction In Estate Eliminates Need for Life Insurance:. Settlement Group, INC. SAINT MARYS, GA 31558.
lifesettlementgrp.com
Policy Owners | Settlement Group INC.
http://www.lifesettlementgrp.com/policy-owners
How the Process Works. We Can Do Business In. A life settlement is the sale of an existing life insurance policy to a life settlement provider such as Settlement Group, Inc. A Life settlement is an option for policyholders who determine that their current policy is underperforming or is no longer needed due to changes in the owner’s circumstances. A life settlement, can give the policyholder the option to convert an unwanted life insurance policy into a lump sum settlement. Change in estate planning need.
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How the Process Works | Settlement Group INC.
http://www.lifesettlementgrp.com/settlement-process/how-the-process-works
How the Process Works. We Can Do Business In. How the Process Works. The Provider Buying Your Policy Would:. Become the new owner of your policy. Collect the full death benefit when policy matures. Begin paying premiums on the policy. There are Four Basic Phases Required to Complete a Life Settlement Transaction. Phase 1 Qualifying To Sell Your Policy (Underwriting). A medical release form so the Provider can receive and review your medical records; and. Phase 2 Calculating the Offer. Estimated life expe...
lifesettlementgrp.com
Mission Statement | Settlement Group INC.
http://www.lifesettlementgrp.com/about-us/mission-statement
How the Process Works. We Can Do Business In. We understand the sensitive nature of a life settlement transaction; therefore, we conduct ourselves with the utmost compassion and confidentiality. Commitment, determination and unrelenting pursuit of excellence provide us the ability to be leaders of the life insurance secondary market. Each day we strive to make improvements in the care of our customers and in the life settlement business. The opportunity to serve you is our reward. Settlement Group, INC.
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Capital Requirements | Settlement Group INC.
http://www.lifesettlementgrp.com/investor-overview/capital-requirements
How the Process Works. We Can Do Business In. Given the example above, the capital requirements to purchase and maintain many policies for the term of the life expectancy is significant. For example; an investor owns four life insurance polices each with a life expectancy of 5 years. If one of those life expectancies actually matures in 7 years rather than 5, it will have an impact on your expected return. Settlement Group, INC. SAINT MARYS, GA 31558.
lifesettlementgrp.com
FAQS | Settlement Group INC.
http://www.lifesettlementgrp.com/faqs
How the Process Works. We Can Do Business In. What is a Life Settlement? What is a Viatical Settlement? Does my state regulate Viatical and/or Life Settlements? What is a secondary market? How much money will I get if I sell my life insurance policy? What types of life insurance policies can be sold? After I sell my policy, are there any restrictions on how I can use the money? Are the proceeds of a Viatical/Life Settlement taxable? What are some of the reasons why I might consider the sale of my policy?
lifesettlementgrp.com
Investment Risk | Settlement Group INC.
http://www.lifesettlementgrp.com/investor-overview/investment-risk
How the Process Works. We Can Do Business In. As with most investments, there are risks associated with life settlements. Life settlement investment returns can vary greatly. The investor must determine their appetite for risk versus reward. While qualified licensed medical professionals and actuaries perform life expectancy evaluations, there are no guarantees that the insured will live longer or shorter than the life expectancy provided by the evaluator. However, there are many strategies that can be e...
lifesettlementgrp.com
We Can Do Business In | Settlement Group INC.
http://www.lifesettlementgrp.com/compliance-info/we-can-do-business-in
How the Process Works. We Can Do Business In. We Can Do Business In. 3 District of Columbia. Settlement Group, INC. SAINT MARYS, GA 31558.
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Disclosures | Settlement Group INC.
http://www.lifesettlementgrp.com/compliance-info/dislosures
How the Process Works. We Can Do Business In. You should carefully read all the following points and seek financial, insurance, tax and other advice where appropriate. A life settlement agreement enables you (the Life Settlor ) to sell your life insurance policy for cash at a discount from its face value. Proceeds of the life settlement could be taxable under federal income tax and state franchise and income taxes. You should obtain advice on these matters from your legal, financial and tax advisors.
lifesettlementgrp.com
Returns on Investment | Settlement Group INC.
http://www.lifesettlementgrp.com/investor-overview/returns-on-investment
How the Process Works. We Can Do Business In. It has been quoted by industry experts that life settlement portfolio returns are realizing 7 to 11% annually. It has been our experience that most investors coming into the life settlement business are seeking returns of 8% to 14% IRR. These returns are possible with a carefully prepared plan for purchasing and maintaining your portfolio. Is the price you will pay the owner of the life policy. The price you pay will have a significant effect on the retur...
