SERVICER

LIFE SETTLEMENT SERVICING

We can assist our clients in the ongoing management of their policies or portfolios by acting as the Servicer. This will help our clients effectively maintain the policies and coordinate fund cash flows after the policies have been purchased. In this capacity, we can do all of the following:

  1. We determine and coordinate the optimal premium payments that need to be made to the insurance carrier.
  2. We analyze the portfolio on an annual basis to determine if the premium reserve holds sufficient funds to pay the upcoming premiums or whether or not the fund will require premium contributions for the year.
  3. We engage tracking agents in order to monitor the health status of the insured.
  4. Upon maturity, we assist in obtaining the death certificate and filing the claim with the carrier so that clients can receive distributions in a timely manner.
  5. If necessary, we can coordinate the sale of any outstanding policies. Thomas Schantz Life Settlements