Wanted to share a little page we recently put together regarding returns that investors look to achieve with life settlement investments.
We will revisit that page to update changes in pricing, offers, and investment strategies.
If you have questions, feel free to post a comment below or give us a call.
If someone wants to invest with life settlement backed investments, and their money comes in from a non-qualified annuity, would they qualify for a 1035 exchange? I am working on a case like this right now and the annuity company is asking why kind of account the money is going to and also asking for 1035 paperwork. A always thought it was “like kind to like kind” for the 1035 to apply. I’m not sure what to tell the annuity company because this does not appear to be a 1035 exchange and as for the ‘account type’,….even that is a bit confusing. Any thoughts?