Disclaimer & Disclosures
Understand the Opportunity and the Risks.
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Past performance is not indicative of future results. Before investing, you should consult your trusted financial, accounting and legal advisors.
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The Premium Reserve Management (PRM) data and associated projections herein do not represent an offer to buy or sell securities.
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All projections contained herein are gross calculations with no consideration given for taxation. Please consult your accounting and tax counsel before investing.
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Capstone Alternative Strategies, the Capstone companies, principals and representatives do not dispense legal, accounting or tax advice. Please consult your trusted counsel.
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Depending on the underwriting carrier of a policy, there may be other possible exit strategies of a life insurance policy beside lapse or surrender.
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The primary risks associated with investing in Senior Life Settlements are time and illiquidity.
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Independent life expectancy assessments are appraisals of an individual's expected longevity and are not guaranteed. Expect policies to take a longer period of time to mature in some cases than estimated. Consider your income and liquidity needs carefully before investing.
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The secondary market for life policies is regulated in all fifty states and Puerto Rico.