Tolleson Investments is a Sunnyvale Texas based Financial Planner firm which specializes in the superior asset class of senior life settlements. Tolleson Investments is a Sunnyvale Texas based Financial Planner firm which specializes in the superior ...
Tolleson Investments is a Sunnyvale Texas based Financial Planner firm which specializes in the superior asset class of senior life settlements. Tolleson Investments is a Sunnyvale Texas based Financial Planner firm which specializes in the superior asset class of senior life settlements. Life Settlements have recently become an increasingly popular alternative asset class, especially in light of the recent worldwide financial meltdowns, the home equity debacle, financial turmoil on Wall Street, New Health Care legislation and way too many global government debt crisis events. The Life Settlement market has rapidly grown into a $60 billion industry as reported by Conning Research and is predicted to develop into an even larger market in a few short years.
Mostly supported by institutional investors comprising various brokerage houses, hedge funds, pension plan portfolios, and even Warren Buffett to the tune of $400+ million (as reported by Senior Market Advisor Magazine), the investment can also apply to individual investors at lower entry-level investment amounts. Life Settlement Investments involves buying into the beneficiary interest of a policy or policies and experiencing the return on investment just as a beneficiary in any life insurance policy receives the payout in a policy. This excellent diversification vehicle also serves as a great defensive strategy since the return is not dependent on or affected by a soft economy, stock market volatilities, interest rate fluctuations, the softening of the real estate market and the mortgage meltdown, soaring oil prices, unexpected global events, or other traditional economic factors.
This unique investment service is offered to investors, both large and small, by Tolleson Investments, LLC, who offers the investment at a $50,000 minimum investment. The Tolleson Investments, LLC structure enables an investor to purchase a fractional-interest or percentage-share of the death benefit in a policy or policies. Investors may utilize non-qualified/cash funds or may utilize qualified retirement account funds, such as Pension or Profit-Sharing Plans, or most commonly, money held in a self-directed IRA, to fund the investment. In addition, only “non-contestable”, “permanent” forms of life insurance policies that have been issued by “A” rated or better life insurance companies, as rated by Standard & Poor’s, are considered.
We offer qualified accredited investors access to the non-correlated returns of senior life settlements through both direct ownership of the asset or participation through a life settlement fund. For more details you can also cal
Read more
Show less
