LEP’s principals have over 50 years of combined experience in financial planning and insurance. We consistently help integrate life settlements into client financial, estate and/or other goals. The principals have securities licenses to facilitate life settlements for variable policies. Variable policies are considered by the financial planning and securities industries to be regarded as securities transactions.
This process used by LEP ensures you the best possible offer for your policy. This includes understanding your goals, reviewing alternative solutions with pre-qualifying all cases, reviewing each case by in-house impaired risk specialists before it goes to market, and facilitating the progress.
It is easy to see why so many choose LEP as their source for life settlement expertise in the days, months and years to come!