Market Insights · Income Strategy Life settlement vs annuity: two alternative income strategies for accredited investors compared. Both bet against life expectancy assumptions — but they work in opposite directions. An honest 8-dimension comparison of life settlement investment vs annuity for accredited investors evaluating income alternatives. By John Sandoval Role Income Strategy Advisor Published May […]
Market Insights · Returns Analysis Life settlement investment returns 8-12%: decomposing the range for accredited investors. An honest decomposition of the 8-12% IRR range — what actually drives it, how longevity variance affects realized outcomes, and how this asset class compares to liquid alternatives in 2026. By John Sandoval Role Investment Returns Specialist Published May […]
Market Insights · Investment Selection Best life settlement investments 2026: a 6-attribute scoring framework for accredited investors. What actually makes a top-tier policy investment in 2026 — the six attributes that separate strong opportunities from weak ones, the macro context shaping pricing, and the diligence checks that matter when you commit capital. By John Sandoval […]
Home Insights Tertiary Life Settlement Market Market Insights · Acquisition Strategy The tertiary life settlement market: where accredited investors actually acquire policies. What the tertiary market actually is, why it matters more than the secondary market for individual accredited investors, the three operational routes to access it, and what changed after the 2022 GWG collapse. […]
Home Insights Are Life Settlements a Good Investment Market Insights · Investment Evaluation Are life settlements a good investment in 2026? An unbiased look at the data. A genuinely balanced assessment of life settlements as an investment — what the industry data actually shows, where the asset class earns its place in institutional portfolios, and […]
Home Insights Tertiary Life Settlement Market Market Insights · Institutional Trading The tertiary life settlement market: what it is and why sophisticated investors are paying attention. Why tertiary market trading volume now exceeds secondary market volume, how the three transaction types work, and what this maturation means for both institutional and individual investors in life […]
