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Third Party Resources
The following independent professionals are retained for transparency throughout the acquisition and servicing of the life settlement portfolio.
Institutional Actuarial /
Medical Underwriting Firms
Examines and profiles each case to provide a greater accuracy in the mathematical calculation of the risk stratification and life expectancy estimate.
Policy Originator
Policies are carefully selected from thousands of available policies. Each and every policy will comply with the stringent criteria demanded by the H. Haerri. The policies purchased will be U.S. issued and be beyond the two-year suicide and contestability periods. All policies are issued by American based companies and will have a minimum financial strength rating which will be determined by H. Haerri.
Third Party Policy Servicing
Management of policies with premium payments and optimizations
• Medical and life expectancy monitoring
• Continuous tracking of insureds through direct contact
• Collection and distribution of death benefits proceeds
• Provision of reports, remote access to documentation and custody
• Financial accounting, audit support and valuation
Corporate Law Firms
Our securities law firms are a critical partner in providing preventive, proactive, problem-solving advice that is practical for the fund.
Accounting & CPA Firm
H. Haerri CPA Firm provides Audits, Business Valuation, Additional Specialty Services, Tax Planning and Return Preparation Service, Payroll Services, Accounting Services and Web-Based Services.
Trust Company
Provides custodial services for our private clients to assist transactions and proper IRS filings.
Industry Insights
Darwin Baytston, CFA
"There is substantial evidence that life settlement offer tremendous value to both consumers and investors".
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