A life settlement portfolio is only as strong as its underwriting, documentation, acquisition pricing and ongoing servicing. Marquee’s process is designed around policy-level diligence and portfolio-level risk controls.
Identify candidate policies and portfolios through established market relationships.
Review policy contracts, in-force data, ownership history and supporting records.
Build cash flows using purchase price, premiums, life expectancy and stress cases.
Apply portfolio limits, diversification standards and investment criteria.
Complete transfer, escrow/custody and ownership documentation.
Marquee’s historical advisory work has included detailed policy-file reviews, identification of documentation discrepancies, pricing analysis and transaction support for institutional counterparties.
Monitor premium due dates, carrier notices, policy cost changes and funding requirements.
Conduct periodic status reviews and maintain documentation required for ongoing portfolio management.
Coordinate death-claim documentation and present valid claims to the issuing carrier following policy maturity.
Track acquisition cost, premiums paid, projected cash requirements, maturities and remaining exposure.
Review policy funding strategies and carrier illustrations with the objective of maintaining coverage efficiently.
Refresh assumptions and evaluate the effect of delayed mortality or changing policy costs on fund liquidity.