SPECIAL PURPOSE VEHICLE 

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HOW DO WE CUSTOMIZE OPPORTUNITIES  TO MEET YOUR SPECIFIC NEEDS?

SPECIAL PURPOSE VEHICLE (SPV)

 

By using an SPV, we  offer transparency to the ownership, structure,  accounting, and asset base.

  • CRITERIA We co-author policy acquisition guidelines with our clients that are then used to match our inventory flow. As each matched opportunity completes underwriting, LSXCM negotiates with the sellers to build the custom portfolio.

  • With the wide array of pools we’ve built, LSXCM can provide actual examples that showcase the buying criteria that was used to build the custom portfolios

  • TIMING The population of senior citizens is growing. Many retirements are underfunded. At an increasing rate, seniors are seeking to simultaneously bolster savings and reduce monthly expenses by selling assets that require periodic payments.

  • As an investor, adding truly non-correlated assets to an investment portfolio is smart management.

  • COMPLETE MANAGEMENT After acquisition, LSXCM will manage your policies through maturity. We have the experience to monitor insureds, update and analyze the ongoing financial and medical information, and collect timely on the claim.