MORTALITY-LINKED CONTRACT

ADVANTAGE

An asset class for sophisticated investors seeking an alternative way to optimize their investment portfolio diversification

PURPOSE

An investment product offering attractive returns uncorrelated with traditional financial markets.

OFFER

A closed-end portfolio of life insurance settlement contracts.

WHAT IS A MORTALITY-LINKED CONTRACT?
A MORTALITY- LINKED CONTRACT is an interest in the death benefit of life insurance policy insuring the life of individual.
WHAT IS A LIFE SETTLEMENT?
It is a legal trade of an insured’s existing life insurance policy to a third-party buyer. Through this contract, a policyholder, in exchange for valuable consideration, is willing to transfer ownership over the policy’s death benefit to a purchaser. The new policy owner is responsible for future premium payments until the policy matures, at which point, the death benefit is paid to the contract owner.
NON-CORRELATION

Achieving Returns Independent from Traditional Equity Markets.

DIVERSIFICATION & RISK HEDGING

Presenting an Alternative Way to Optimize Risk-Adjusted Returns.

Presenting an Alternative Way to Optimize Risk-Adjusted Returns.

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OUR PRODUCT

STRUCTURE

Reg D private placement offering of the closed-end portfolio of life insurance settlement interests, otherwise also known as “mortality-linked contracts.

ORIGINATION

The life settlement interests are acquired from various institutions and licensed providers that trade policies within the life settlement market.

BENEFIT

The portfolio is assembled in a unique way to deliver optimal return on investment to prospective investors.

ABOUT LIFEXCEL

We are an alternative asset administration company specializing in structuring, distributing, and managing mortality-linked contracts.

OUR MISSION

To bring awareness of the Mortality-Linked Contract’s uniqueness, educate sophisticated investors about its benefits, and deliver the best possible product.

OUR VISION

To become one day an administrator of choice within the life settlement space.
INNOVATIVE

We are not reacting to current trends but rather making our products better and looking forward to what’s next. We strive to deliver the best available options now and in the future.

PROFESSIONAL

We conduct our due diligence with compliance and legal to ensure our investment products meet regulatory requirements.

TRANSPARENT

We want you to fully understand the pros and cons of investing in mortality-linked contracts so that you can shape an informed decision about your money.

SERVICE-ORIENTED

Our highly knowledgeable and responsive client services team is on standby to provide personalized support through every step of the process.

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REQUEST OUR
PRIVATE PLACEMENT
MEMORANDUM

Client Support

Through dynamic communication channels, our clients have direct access to customer service associates to inquire about their investment status and learn more about the newest products or services.

Expert Guidance

Our skilled associates are eager to provide our clients with strategic and sound guidance tailored to their financial goals.

 

Professional Onboarding

At LifeXcel, we implement the latest and most sophisticated technologies to ensure a simplified, secure, and automated onboarding process

Meet our team

Aleksander Dyo

The Visionary

Arthur Lee

The Technician

Angie Tassone

The Reliable

Combined Years of Experience

Policies Analyzed

Million Face Value Processed

30+

Combined Years of Experience

200+

Policies Analyzed

10+

Million Face Value Processed

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TO LEARN MORE
ABOUT OUR INVESTMENT PRODUCTS
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