No Offer or Solicitation. This communication shall not constitute an offer to sell or the solicitation of an offer to sell or the solicitation of an offer to buy any securities, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction. No public offer of securities shall be made except by means of a prospectus meeting the requirements of Section 10 of the Securities Act of 1933, as amended. LifeRoc does not provide investment advice.
WHAT YOU SHOULD KNOW
ABOUT THE EXCITING LIFE SETTLEMENT MARKET
“Life settlements as an asset class can provide investors with equity-like yields and a superior risk profile, and importantly, they are not correlated with financial markets; however, they are not risk-free.”
LifeRoc Capital is a leading licensed life settlement provider and a top policy originator nationally in both in the secondary and tertiary markets. We review thousands of policies annually and have sourced over $1B in face amount since our founding.
LifeRoc works with asset managers who are seeking to diversify their portfolios in the exciting life settlement market. As a non-correlated asset, with realized performance tied mortality, life settlements can be a unique way to seek uncorrelated returns relative to the traditional equities and fixed income markets.
THE LIFE SETTLEMENT MARKET IS JUST GETTING STARTED
WHEN YOU WORK WITH LIFEROC CAPITAL
LifeRoc is the trusted partner for top financial professionals nationwide, and well known for integrity, transparency and our industry leading team of experts with over 100 years of combined industry experience.
Fastest Growing Top 10 Life Settlement Provider Several Years Running
The LifeRoc Team has Settled Over $20 Billion of Face Amount in our Careers Collectively
21+ Team Members and Growing with 100's of Years of Industry Experience
Policy & Portfolio Origination
LifeRoc utilizes a hybrid model to source leveraging our proprietary policy sourcing channels and open market operations to identify a diverse set of quality policies for investors’ consideration.
Pricing & Analytics
LifeRoc analyzes available policy information to calculate the minimal premium outlays to maintain a policy over the life of the asset. Our proprietary pricing system stress tests each policy and to calculate a policy’s intrinsic economic value.
Mortality Risk Selection
LifeRoc utilizes its large data set and experience to provide mortality assessment augmentation to assist asset managers in determining which medical and life expectancy profiles may be attractive opportunities to pursue.
Deal Due Diligence
LifeRoc provides risk assessments on each policy to help investors ensure that each policy purchased has clean chain of title, had an insurable interest at time of issuance, is free of fraud, and is in compliance with applicable state regulations.
Active Portfolio Management
Once a portfolio is constructed, optimizing and delivery realized returns begins.
LifeRoc assists asset managers in this endeavor through regularly updating insured medical information, tracking insureds, and regularly reviewing teach portfolio for current trading opportunities.