Our Services

Asset Management - Investors have a variety of ways to invest in the life settlment market and PolicySolutions can assit you in the design and implementation of a plan that best suits your investment goals.  PolicySolutions takes an open architecture aproach to investing in the life settlement market and works with qualified Providers, Brokers and Industry Professionals to acheive your goals and outperform the market.

Policy Servicing - PolicySolutions is a leader in the life settlement servicing arena. With combined experience of over a decade PolicySolutions can design and implement a servicing package that meets any investors needs.  Services include: 
  • Premium optimization, tracking and payment
  • Policy optimization
  • Insured tracking
  • Custodial and document management
  • Maturity processing
  • Online web accessible database
  • Medical records and life underwriting updates
  • Litigation support and management
Portfolio Valuation - PolicySolutions can provide a current market valuation for your life settlement policy or life settlment portfolio.
  • Model Actuarial Pricing Systems Software (formerly Milliman)
  • Up to date "real world" pricing including internal rates of return, life underwriter blends, and other market factors

Document Verification and Escrows - Transactional documentation for a typical policy purchase will total between 150-250 pages.  PolicySolutions can prepare a document verification protocal and checklist and review the documentation prior to the policy close.