THE BUYING PROCESS
3 SIMPLE STEPS
Investor purchases a portion of the life settlement using non-qualified (cash) or qualified (retirement account).
Publicly traded company, First Western Trust receives, holds & protects investor funds. Ownership certificates are issued to investors.
Upon policy maturity, insurance carriers pay First Western Trust who then pays out the proceeds to investors.
AT POLICY MATURITY
Insurance Carrier Pays First Western Trust Pays Investor
This marketing is intended for qualified investors who have the financial means, experience, and knowledge to make investments into complex and illiquid financial products. It is intended for educational purposes only and should not be construed as investment or financial advice. Life expectancy estimates are not 100% accurate and there’s no guarantee the insured will pass away on an exact date. Investors must realize there is a possibility some or all of their policies could go past life expectancy, thus lowering their overall return.
This marketing is intended for qualified investors who have the financial means, experience, and knowledge to make investments into complex and illiquid financial products. It is intended for educational purposes only and should not be construed as investment or financial advice. Life expectancy estimates are not 100% accurate and there’s no guarantee the insured will pass away on an exact date. Investors must realize there is a possibility some or all of their policies could go past life expectancy, thus lowering their overall return.