The Senior Life Settlement market is regulated in all fifty states and public awareness of the asset class is growing rapidly. Capstone’s Provider network has visibility into the secondary market for life insurance resulting from years of building relationships with Life Settlement brokers and agents. Through a disciplined approach focused on transparency and best-in-class due diligence procedures and controls, Capstone delivers a high value product. The Capstone Advantage to both advisor and purchaser is in the business model. Delivering concrete value to your accredited investors is the best way to stand out amongst the crowd.
Each advisory firm with whom we consult has its own unique brand, culture and structure. By deeply understanding our advisory clients’ distinctive value proposition, we assist them in defining, promoting, and delivering their message.
The result is a seamless process that delivers a first-class experience for our clients and tangible results for investors through The Capstone Platform.
For advisory firms that want to integrate Senior Life Settlements to their current product and service model, The Capstone Network gives you the most economical and efficient way to do so.
Capstone has done all of the heavy lifting so that you can have turnkey access to the systems, sales, marketing and administrative capabilities you need to allocate to this unique asset class.
Capstone’s proprietary acquisition and management strategy helps you and your clients mitigate risk while growing and preserving your accredited investor asset base.
Capstone employs a disciplined process and best practice portfolio management techniques to consistently deliver the highest quality, well-constructed portfolios.
Capstone gives their clients the tools they need to hit the ground running with a successful, proven, business model.
Why Capstone? Because of our established relationships with best-in-class counter parties that provide Banking, Qualified Account Custody, Life Expectancy Assessment, Asset Management, Insured Tracking, Trust and Trustee Services.
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