Senior Life Settlement Services

Policy Aggregation

Contract Analytics

Portfolio Management

THE CAPSTONE MISSION

 

Maximize the economic value of a life settlement policy

Minimize Extended Longevity Risk

 

OUR EXPERIENCE

$250MM+

total face aggregated

10+

year track record

Life Settlement Market Intelligence

The Capstone team of analysts and insurance industry veterans are experts at extracting the maximum economic value from a life insurance policy.

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Premium Reserve Management

No two policies are created equal. The primary objective of managing a life settlement policy is to optimize premium streams to their lowest possible cost component.

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Monetizing A Perceived Liability

A secondary market exists to benefit the policy holder and disrupt the monopsony the insurance carriers have created by providing a potentially larger payout compared to the carrier's surrender offer.

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News and Views

Alternative Investments, Senior Life Settlement Education

Yale Endowment Invests Heavily In Market Alternatives

The Yale endowment is a perennial heavyweight amongst the mammoth Ivy League endowments. We are big fans of the Yale money management Illuminati in...

Senior Life Settlement Education

A Life Settlement Transaction Is Similar To Buying A House - Part III

In the first two installments, we shared some information about how a life settlement transaction has similar facets to buying a home to help paint a...

Investor Behavior

A Life Settlement Transaction Is Similar To Buying A House - Part II

In Part I, we talked about how what we like to call the “Chain of Custody” works to buy and own a home and how similarly a life settlement...

Alternative Investments, Senior Life Settlement Education

A Life Settlement Transaction Is Similar to Buying a House

Senior Life Settlements are an alternative asset class that create a natural hedge against many of the forces, most notably price instability and...

Investment News, Alternative Investments, Senior Life Settlement Education

Democratize This!

There are a number of interesting new, and old, ideas that are morphing into clever ways to “Democratize” this and that and that’s clearly evident in...

Investment News, Investor Behavior

Dislocate Yourself From The Market

Market dislocations occur all the time. Money managers, market strategists and traders seek these disruptions to create opportunities to buy and sell...

Schedule a Consultation

Let’s talk and see how we can help you turn a liability into cash.