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COMPLIMENTARY WEBINAR

MORTALITY-LINKED CONTRACT 

Institutional Investors incorporate various techniques and utilize alternative asset classes to hedge risks, diversify and enhance the performance of their investment portfolios. 

One of such assets they bring into play is Life Settlements AKA Mortality-Linked Contracts

Download our Introduction to Mortality- Linked Contracts Webinar and  learn the origins and evolution of this NON-CORRELATED asset.

FOR A LIMITED TIME ONLY

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WHAT YOU WILL LEARN

MLC - ORIGIN AND EXAMPLE

In this presentation, you will learn how life settlements came into existence, with detailed examples demonstrating the life settlement process from the life insurance secondary to tertiary market.

RISK AND BENEFITS

Learn in-depth the risks and benefits associated with this institutional grade investment product.

INVESTING INTO MLC

Since MLC, is a Closed-End Fund “Like” – Reg D 506(c) private placement offering of life settlement contracts, we will highlight the types of funds investors can invest into. 

INSTITUTIONAL PLAYERS 

WHO HAVE BEEN USING THIS DIVERSIFICATION AND RISK HEDGING STRATEGY FOR DECADES

OUR PRODUCT

FOR ACCREDITED INVESTORS ONLY

Closed-End Fund “Like” – Reg D 506(c) private placement offering of life settlement contracts that are traded with various institutions and licensed providers within the life settlement market.

ABOUT LIFEXCEL

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

OFFER

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

 

Combined Years of Experience

Policies Analyzed

Million Face Value Processed

30+

Combined Years of Experience

200+

Policies Analyzed

10+

Million Face Value Processed

MEET OUR TEAM

Aleksander Dyo

Managing Director

Aleksander is an experienced executive of over 18 years with a track record of organizing and managing several portfolios of life settlements. He has reviewed and directed hundreds of policies, managed the entire acquisition process.

Arthur Lee

Director of Operations

An industry analyst of over 8 years and our resident life settlement expert. He leads the marketing and operations side of LifeXcel with technical prowess, an analytical mindset, and meticulous attention to detail.

Angie Tassone

Director of Business Relationships

A top professional of  over 17 years, serving over 3000+ high-net-worth clients and sophisticated investors. She is known for her depth of knowledge, drive, and responsiveness to clients across the country.

FREQUENTLY ASKED QUESTIONS?

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.

WHAT IS A MORTALITY-LINKED CONTRACT?

MORTALITY – LINKED CONTRACT  is an interest in the death benefit of life insurance policy insuring the life of an individual.

IS IT LEGAL TO BUY OR SELL A LIFE INSURANCE POLICY?

Yes. The legal foundation for life settlement was established after the 1911 Grigsby VS Russell U.S Supreme Court case. In the face of Justice Oliver Holmes, the US Supreme Court ruled, that a life insurance policy is to be considered as a personal property.

As of 2018, 44 U.S states including Puerto Rico have comprehensive guidelines and regulations in place to protect the rights of policy sellers and investors.

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