Life Settlement Case Studies for Advisors

© 2024 Welcome Funds Inc. All rights reserved.

Welcome Fund, Inc., services may not be available in all states, and such services, where available, shall be transacted by Welcome Funds Inc or by a principal of Welcome Funds Inc. Please be advised that some state regulations use the term “viatical settlement” as opposed to “life settlement” to describe all transactions, regardless of the health of the insured, involving the sale of an existing life insurance policy to a third party. All real stories, case studies, and transactional data provided and contained on this website are based on the internal files of actual viatical and/or life settlement transactions processed by Welcome Funds Inc since its inception, and the specific characteristics of each case, including but not limited to the names and images of our clients, have been changed to protect their privacy. The following summary represents the transactional averages of Welcome Funds Inc. for policies closed between 1/1/2024 to 6/30/2024: $1,597,955 face value, $285,477 net amount paid to seller; 20.01% of net death benefit paid to seller; 9 bids negotiated per closed policy; and insured age of 75.97. 21 licensed Life Settlement Providers were included in our auction process and closings were completed with 12 licensed Life Settlement Providers. $1 Billion paid to our clients and 36,000 offers negotiated are based on actual settlements negotiated by Welcome Funds Inc. since its inception.