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The Invescor, Ltd. Advantage |
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- Invescor, Ltd. has processed more than 1,200 life settlement transactions, totaling more than $2 billion in aggregate face value with its approved life
settlement providers.
- Invescor delivers life settlement back office and brokerage services. We function as your partner to ensure that your reps and agents get their clients
the best possible offer for their life insurance policies.
- We provide one-stop life settlement processing for both fixed and variable cases. Invescor, Ltd. is the insurance affiliate of Invescor
Wholesale BD, Inc., member, FINRA.
- Invescor has a rigorous, 10-point due diligence process that all providers must meet before they are approved to purchase policies. Every provider
doing business with Invescor must certify and present:
- Proof of institutional funding
- Confirmation of its E&O policy and
coverage limits
- All state applicable life settlement provider
licenses
- Confirmation of its privacy policy
- Confirmation of its anti-fraud policy
- Sample copies of their client life
settlement agreements
- Letter of good standing in its state of
domicile
- Litigation check completion
- Quarterly submission of purchase
parameters for its combined life
settlement portfolio
- Use of a third-party escrow agent for all
life settlement transactions
- We currently present cases to approximately 20
providers that achieve these rigorous due
diligence standards. In 2007, by creating an
auction environment, we achieved a 201%
increase over cash surrender value - after all
commissions were paid.
- Our proprietary software, LifeSettleWare®, equips the originating broker-dealer, its agents and reps with 24/7 access to all case files,
documentation, life expectancy reports, medical records, valuations, as well as all bids, counter offers, and declinations. The result is fully
transparent and fully disclosed life settlement transactions that generate outstanding client value.
- As standard procedure upon submission of a life settlement case, Invescor adds the rep or agent to its Errors and Omissions coverage.
- Based on the gross offer, Invescor’s sliding fee schedule is consistent for both fixed and variable cases and includes volume discounts.
- Invescor helps you adhere to regulatory standards. Our compliance team works with you to ensure that your reps and agents have the
proper life settlement licenses. We provide you and your agents with online access to state-specific applications and forms.
- We make available to you state-reviewed materials to help you understand when clients may benefit from a life settlement option.
- You receive unparalleled personal service. The Invescor team has decades of combined life settlement and life insurance experience. Our
industry knowledge, experience, and reputation is a powerful combination for packaging, negotiating, and closing settlement transactions.
- We send you summaries of industry-relevant news on taxation issues, regulatory changes, and other information regarding life settlement
business practices to keep you up to date on this dynamic and growing marketplace.
- Invescor, Ltd. is a member of the Life Insurance Settlement Association® (LISA), the Securities Industry and Financial Markets Association
(SIFMA), and the National Association of Independent Life Brokerage Agencies (NAILBA). Invescor Wholesale BD, Inc. is a member of the
Financial Industry Regulatory Authority (FINRA).
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