Managing and servicing a life settlement investment entails monitoring these various aspects of the policy, portfolio or fund:

  • Managing Premium Obligations – Paying the lowest practicable amount of premium monthly, quarterly or annually in order to keep the policy in force so as to maximize the investor’s return at maturity.
  • Tracking Lives of Each Insured – Periodically tracking the location and present health of an insured
  • Death Certificates – Obtaining death certificates of insured’s and collection of death benefits at policy maturity
  • Policy valuation – Mostly for resale purposes
  • Updated LE’s – Provided by the provider upon request by the policy owner