The Architect of Life Settlements SM a NASDAQ Global Select Market company In association with American Safe Retirements.

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Presentation transcript:

The Architect of Life Settlements SM a NASDAQ Global Select Market company In association with American Safe Retirements

6 Simple Questions

What are Life Settlement investments? What are Life Settlement investments? Why should I invest in Life Settlements? Why should I invest in Life Settlements? What companies are involved with my investment? What companies are involved with my investment? How does my money grow using Life Settlements? How does my money grow using Life Settlements? What are the risks involved? What are the risks involved? How do I get started? How do I get started? Life Settlement Investments – Keeping It Simple!

What are Life Settlement investments? What are Life Settlement investments? Life Settlement Investments – Keeping It Simple!

What Are Life Settlements?

SellBuy 90% of Life Settlement policies are purchased by institutions - buying the entire policy 10% of Life Settlement policies are purchased by Life Partners and sold using Direct Fractional Ownership

What are Life Settlement investments? What are Life Settlement investments? Why should I invest in Life Settlements? Why should I invest in Life Settlements? Life Settlement Investments – Keeping It Simple!

No Annual Management Fees A Clear And Simple Exit Strategy No Parity Of Risk Mainstream w/Institutional Due Diligence Low Risk And Secure 100% Uncorrelated To The Market Absolute Return Vast Majority Of All Investor Reinvest Battle Tested-19 Year Track Record Highly Regulated Publicly Traded Company American Safe Retirements in association with Qualified Funds Accepted Performance 10% Or Better – Past 19 Years The Wises Win/Win

Life Settlement Provider - Life Partners Holdings Life Settlement Provider - Life Partners Holdings Escrow Agent – Dunnam and Dunnam Escrow Agent – Dunnam and Dunnam Trust Company/Bank – JP Morgan Chase Trust Company/Bank – JP Morgan Chase If qualified funds are involved - IRA Custodian – Provident Group IRA Custodian – Provident Group What Companies Are Involved With My Investment?

American Safe Retirements in association with LPI is the only publicly traded company in the LS industry – Ranked #1 fastest growing small publically traded company by Fortune Magazine. LPI is the oldest and one of the largest life settlements companies in the world. LPI uses an established 50 state network of referring professionals, that supply more than $5 Billion worth of policies viewed monthly. LPI outsources all Life Expectancy analysis to established and independent underwriting companies to ensure objectivity. LPI never touches your money! Life Partners – Life Settlement Provider

American Safe Retirements in association with Opened for business in 1991 – 19 years old Purchased over 6,000 policies, exceeding 2.2 Billion worth of face Over 25,000 clients Over 100,000 investor transactions In excess of 2,000 policies matured and paid out Life Partners – Life Settlement Provider

85 year old law firm in Waco, TX 85 year old law firm in Waco, TX Dunnam holds client funds in escrow accounts and facilitates the life settlement transactions that take place on behalf of Life Partners, Inc.'s investors. Dunnam holds client funds in escrow accounts and facilitates the life settlement transactions that take place on behalf of Life Partners, Inc.'s investors. Dunnam pays the premiums directly to the insurance company Dunnam pays the premiums directly to the insurance company Dunnam distributes the death benefit to each investor, according to the client’s pro rata share in a given policy. Dunnam distributes the death benefit to each investor, according to the client’s pro rata share in a given policy. Dunnam has obtained fidelity bonds and errors and omissions coverage to insure its internal operations. Dunnam has obtained fidelity bonds and errors and omissions coverage to insure its internal operations. Dunnam uses an independent accounting firm. Dunnam uses an independent accounting firm. Dunnam and Dunnam - Escrow Agent

American Safe Retirements in association with JP Morgan Chase – Trust Company One of the world's largest and best capitalized banks. JPMorgan Chase Bank was selected to hold client investment funds as well as escrowed premiums. FDIC insured Any funds that exceed FDIC insured coverage are held in a JPMorgan U.S. government money market fund to eliminate market risk and preserve principal.

What are Life Settlement investments? What are Life Settlement investments? Why should I invest in Life Settlements? Why should I invest in Life Settlements? What companies are involved with my investment? What companies are involved with my investment? How does my money grow using Life Settlements? How does my money grow using Life Settlements? Life Settlement Investments – Keeping It Simple!

Confidential Case History American Safe Retirements in association with

Confidential Case History American Safe Retirements in association with

Confidential Case History American Safe Retirements in association with

Confidential Case History American Safe Retirements in association with

Confidential Case History American Safe Retirements in association with

Confidential Case History American Safe Retirements in association with

Confidential Case History American Safe Retirements in association with Summary of Medical History

Confidential Case History American Safe Retirements in association with 3 Components Of Acquisition Cost

Confidential Case History American Safe Retirements in association with 3 Components Of Acquisition Cost 1) Proceeds to the insured (typically 20 cents on the dollar) i.e. $200K

Confidential Case History American Safe Retirements in association with 3 Components Of Acquisition Cost 2) Premiums we escrow to the highest year of life expectancy $39,815 6 $238,890

Confidential Case History American Safe Retirements in association with 3 Components Of Acquisition Cost 3) Profits and expenses (fees include; sales commissions, Life Partners fees, escrow agent fees, medical underwriting expense and broker commissions

WHAT KIND OF RETURNS ARE POSSIBLE WITH LIFE SETTLEMENTS? American Safe Retirements in association with

What are Life Settlement investments? What are Life Settlement investments? Why should I invest in Life Settlements? Why should I invest in Life Settlements? What companies are involved with my investment? What companies are involved with my investment? How does my money grow using Life Settlements? How does my money grow using Life Settlements? What are the risks involved? What are the risks involved? Life Settlement Investments – Keeping It Simple!

What Are The Risks Involved? Longevity Prediction of Life Expectancy Liquidity The insurance company paying Gordon Williamson – Getting Started In Annuities

What are Life Settlement investments? What are Life Settlement investments? Why should I invest in Life Settlements? Why should I invest in Life Settlements? What companies are involved with my investment? What companies are involved with my investment? How does my money grow using Life Settlements? How does my money grow using Life Settlements? What are the risks involved? What are the risks involved? How do I get started? How do I get started? Life Settlement Investments – Keeping It Simple!

How Do I Get Started? $50,000 Minimum investment $15,000 Minimum per policy Placement Guidelines Up to $300,000 – 10 policies $300,000 – $700, polices $700,000 or greater - 20 policies More policies = increased diversification and reduced premiums call exposure on a per policy basis