Life Advisor Solution
Life Advisor Solution

Case: JV5557

Status: Available

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Highlights

Risks & Considerations

Risks & Considerations

  • Strong Base-Case Return: 69.57% annual ROI at 1.92 years, 2.33x equity multiple.
  • Collateralized by U.S. life insurance policy issued by A+ rated carrier.
  • Investor holds direct title and ownership of the policy.
  • Non-correlated asset class.
  • Death Benefit Option: Death Benefit Includes Policy Value

Risks & Considerations

Risks & Considerations

Risks & Considerations

  • Longevity Risk: Returns decline if insured lives beyond expected term.
  • Premium Continuity: Required to maintain policy in force.
  • Illiquidity: Investment is illiquid until maturity or resale.
  • Servicing Fees: Ongoing costs for policy servicing after year 3.

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