Who Should Invest

Viatical and Life Settlements are only offered to U.S. persons who are not exempt from U.S. taxation. Purchasers must be “accredited investors” as defined by Rule 501 of Regulation D. 

1.  Have a net worth of at least $1 million, excluding your primary residence, or 

2.  Have at least $200,000 annual income, or $300,000 for married couples

A minimum purchase of $50,000 is required, as well as completion of the purchase agreement documents. Investment amounts vary by policy death benefit.

Policies may not be resold, assigned, or pledged to any secondary market.