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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

Offer and Acceptance

Once the portfolio has been priced and the Monte Carlo has been run, the Offer and Acceptance stage is entered whereby we help negotiate the contract price between buyer and seller. It's a difficult task determining the optimal price that a buyer should offer, but one of the tools that makes this job easier is our proprietary system that manages all the portfolio's details in an easy-to-use, easy-to-access online package:



This is but one screen shot of our online management system that details every significant detail relevant to the portfolio and its pricing. Having all the necessary information in one secure, password-protected online location decreases the amount of time and cost required to negotiate and acceptable price to both buyer and seller.