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Secondary Market USA

Life Bond Management GmbH is an expert in consulting, designing, structuring and managing investment opportunities in the US secondary market for life insurance policies. Currently we are manging five closed-end US life settlement funds, of which two are private placements and three retail closed-end funds with assets unter management exceeding USD 800m (face value), actively managed and supervised by Life Bond`s experts.

Investments in so-called US life settlements are characterized by only a low degree of correlation with the developments in the capital markets and are therefore a valuable addition to your portfolio to guarantee a balanced asset allocation.
Besides possible tax-free collection of the insurance benefits from US life insurance policies acquired on the secondary market, these policies also offer interesting accounting opportunities for estate planning.

Expertise, know-how and experience are important parameters to successfully invest in this promising market.
It is key to gain direct access to the market through reliable and efficient providers (settlement providers) of second-hand US life insurance policies. Special actuarial expertise and a stock of comparable data are needed to achieve a reliable assessment of the US life insurance policies on offer.

The variety of contract types and design options also means that a high degree of experience and legal know-how is a must. Furthermore, medical assessment of the US life insurance policies on offer.

The variety of contract types and design options also means that a high degree of experience and legal know-how is a must. Furhermore, medical expertise is also a perequisite for dealing with the biometric risks of this asset class.

Life Bond`s team of experts is ready to advise and support you in your investment in US life settlements.

  • Conception / structuring of investment opportunities
  • Purchase of second-hand US life insurance policies
  • Management of second-hand US life insurance policies
  • Fund management
Offering individual solutions for you - contact us for further details!

 

Team Policen USA
Life Bond Management GmbH

Münchner Str. 54 82069 Hohenschäftlarn

+49 (8178) 90 88 - 0

+49 (8178) 90 88 - 99

info@lifebond.de