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Welcome Funds - A Life Insurance Settlement Brokerage
At a Glance
In This Issue
Compliance
Ask Welcome Funds
Research & Insights
Client Success

 

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The Educator  
Volume 1, Issue 2 
Welcome Funds At a Glance

Welcome Funds At a Glance New 2008 Valuation Basic Tables Cause Life-Expectancy Evaluation Changes

Changes in life expectancy evaluations are creating a ripple of concern among life settlement providers, but in the long run, all parties in life settlement transactions will benefit.

In This Issue

In This Issue Welcome Funds' E&O Policy Protects Agents, Clients

Welcome Funds now provides $10 million in errors-and-omission coverage — double the industry standard — for all of our referring agents and firms.

Compliance & Regulatory Practices

Compliance & Regulatory Practices Transparency & Evolving Settlement Law: Understanding the Requirements

Many states have adopted or are adopting new regulations regarding life settlement transactions, including transparency, but not all take the same approach.

Ask Welcome Funds

Ask Welcome Funds What is the Effect of Today's Economy on Life Settlements? The Future is Bright

Because life settlements aren't affected over the long term by economic fluctuations, the industry is poised for unprecedented growth.

Research & Insights

Research & Insights Welcome Funds Events

Many networked with Welcome Funds at a Million Dollar Roundtable annual meeting last month, and get ready to join in on the NAILBA strategy-driven annual educational conference in November.

Client Success

Client Success Real-Life Successes

Learn how a generous gift saved a charitable organization.

 
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