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LIVING BENEFITS®
Portfolio Management

Servicing | Trading | Due Diligence

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SENIOR LIFE BENEFITS®
Transactions

Origination | Due Diligence | Acquisition

LifeLoan Financial Services

PORTFOLIO MANAGEMENT

Living Benefits Financial Group, LLC ("LBFG") represents institutional investors in buying, selling, and servicing individual life insurance policies and portfolios. Policies acquired from seniors in the US have become an attractive non-correlated asset for many large institutional investors worldwide.

Living Benefits Financial Group has three areas of focus for regulatory and business purposes and provides the services through these subsidiaries and affiliates:

Living Benefits Financial Services, LLC ("LBFS")

  • A licensed Life Settlement Provider in regulated states.

Living Benefits Asset Management LLC ("LBAM")

  • Portfolio Analytics
  • Portfolio Servicing
  • Portfolio Trading in non-regulated states
  • Life Settlement Broker

LifeLoan Financial Services, LLC ("LifeLoan")

  • Provides a non-recourse loan to fund future premium payments for a specified term up to maturity on qualified policies and portfolios

This series of webpages will focus on the complex aspects of managing the sale of a portfolio.