Barrett Advisors LLC is an asset management and advisory firm based in Tarrytown, New York. Barrett was formed by Scott Rose in February 2005 to advise sophisticated investors and insurance professionals on various life insurance based investment opportunities. Barrett currently manages and/or advises on over $500 million of invested capital in life insurance investments representing more than 1,500 policies and more than $10 billion in face value. By combining our deep experience and broad knowledge of the asset class, we offer our investors and joint venture partners a superior investment opportunity.
Torrey Pines Services, LLC an innovator in the life insurance policy service and maintenance arena, serves the administration and tracking needs of policy owners. We also provide portfolio management and optimization services to investors and policy owners, in addition to generating policy valuations. Our other services comprise insured tracking, life expectancy report and medical record report ordering along with handling any death claim submission.
Katten Muchin Rosenman LLP is a full-service law firm with more than 600 attorneys in locations across the United States and an affiliate in London. We strive to be a firm of first choice for clients seeking sophisticated, high-value legal services nationally and globally. While Katten offers an extensive range of legal services across numerous industries, our core areas of practice are corporate, financial services, litigation, real estate, commercial finance, intellectual property and trusts and estates. Among our clients are a wide range of public and private companies, including a third of the Fortune 100, as well as a number of government and nonprofit organizations and individuals.
Lotus Life is a source for life settlement opportunities. Lotus Life purchases life insurance policies of varying sizes including whole life, universal life and survivorship policies. If you are an agent or broker, please contact us to find out if you and your clients meet our program requirements and are eligible for this opportunity.
Since 2002, ASG has been a market leader in the settlement industry, successfully servicing thousands of policies and managing numerous portfolios for a variety of clients including investment banks and hedge funds. Policy and insured data are effectively managed utilizing ASG's proprietary policy management software, LifeCheck™. ASG's OpenLife™ system allows policy owners instant, unlimited access to the data and documentation for each of its policies and insureds daily. ASG's experienced team provides turn-key servicing from beginning to end, including policy verification services, payment and premium management, insured tracking, ordering of medical records and LE's, death claims administration and document management. At ASG we ensure that each client's individual needs are continuously met.
Mosaic Caribe Ltd is an industry leader in life settlement products for retail and institutional investors. Using this unique asset class, we structure solutions which provide extraordinary returns with a high level of security. We are a company dedicated to the goals of our clients. The experience gained over 10 years in the industry allows us to assist our clients in achieving their financial objectives, while effectively mitigating the risks using the most up to date methods such as our new longevity or LE coverage. Mosaic Caribe currently operates in 35 countries globally and looks forward to serving you soon.
Since it was established in 2004, Bundesverband Vermögensanlagen im Zweitmarkt Lebensversicherungen e.V. (BVZL) which currently boasts some 40 members, has served as uniform representation of economic, legal and political issues. BVZL represents the most established international platform in Europe, enabling the players in life insurance secondary markets to network, exchange ideas, inform each other and protect their common interests. In an ongoing dialogue with policymakers, opinion makers, the public at large and other stakeholders, the association actively manages the dynamic development of the industry. An important concern is establishing industry-wide standards for transparency and comparability of the various investment segments in life insurance secondary markets, thus creating the prerequisites for successful investment for continual improvement of these asset classes, each of which must be considered individually. Assisting consumers by providing objective factual information serves – particularly in the German secondary market for life insurance - serves as the foundation for identification and early detection of dubious offers.

Hedgeweek is the hedge fund industry's leading portal on news and topical features = including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Hedgeweek produces a free weekly and a daily newsletter covering essential news and features within the Hedge Fund industry.
The Life Settlements Report keeps you informed with the latest news and analysis of the growing secondary market for life insurance settlements. Follow political, regulatory, and legal developments, and learn about new products, investment strategies, premium financing, and pricing structures. Discover why this nascent market could be the best opportunity to come around in a decade to secure low-risk double-digit returns from an asset that is uncorrelated to real estate, commodities, bonds and stocks.
- Full Subscriber Access













