Investors can choose the amount of capital to deploy via an SPV to build a customized portfolio of policies. Based on the portfolio size, LSXCM will select a group of policies to maximize the investor’s exposure across insureds.
Investors can establish a target maturity date for the policies purchased by the SPV. LSXCM will underwrite and select policies from within the secondary market based on the life expectancy of the insured.
“I LOVE THIS ASSET CLASS. THE RETURN ON MY LIFE SETTLEMENT INVESTMENTS ISN’T TIED TO THE EQUITY MARKET, ADDING BALANCE TO MY OVERALL PORTFOLIO. AND WORKING WITH LSXCM IS FANTASTIC. THESE GUYS EXPLAINED THE INVESTMENT TO ME AND IT IS WHAT THEY SAID. THEY ARE A TOP SHELF TEAM.”
VERN A (NC)
LSXCM balances policy acquisition across other factors including age, gender, medical impairments, geography, and insurance carriers to maximize diversification inside a single portfolio.