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Best Execution Strategy
It takes a knowledgeable and experienced professional to develop a sound financial strategy for his clients. The same requirement is necessary for the successful execution of a life settlement transaction.
Welcome Funds, Inc. navigates the complex secondary market and negotiates with qualified, experienced providers to maximize offers with the most suitable terms to the seller. We call this our Best Execution Strategy. As a seasoned life settlement brokerage firm, we provide agents and policyholders with the necessary information to reach an informed and educated decision, enabling them to sell policies in an open market for well above the cash surrender value.
Our Best Execution Strategy combines the most beneficial combination of price, settlement timing and settlement quality for the client. Therefore, we focus on three principal criteria:
Offer Price: The amount in which institutional purchasers are
willing to bid for the policy.
Speed and Certainty of Execution: We seek to execute life settlement transactions with
the fastest execution reasonably possible under existing market conditions.
Execution Quality: We draw on extensive day-to-day experience with various institutional market makers,
focusing on prompt, reliable execution with qualified and approved life settlement providers.
Due to the unprecedented levels of volatility affecting both price and speed of execution, Welcome Funds seeks to obtain the most favorable terms reasonably available when executing life settlement transactions.
