ELSA’s Members are united in their commitment to the long-term development of the industry. Through their involvement in one or more of ELSA’s committees, each of them plays a key role in the day-to-day running of the association and the advancement of its goals.

Members also certify their compliance with the association’s Code of Practice – a comprehensive framework that ensures the highest professional and ethical standards within the industry and protects the interests of its investors.


AA-Partners Ltd (AAP) is an independent investment boutique specialized in advisory services for institutional clients. Based on our expertise we are the sponsor of the AAP Life Settlement Index, a benchmark for the life settlement industry tracking the performance of open-ended funds with a strategy in the life settlements area. AAP was founded in January 2007 and is domiciled in Zurich (Switzerland).

AA-Partners Ltd

Witikonerstrasse 36 | CH-8032 Zurich | Switzerland
Tel: +41 79 834 3863
Email: info@aa-partners.ch


ARM Logo

Since 2006, Actuarial Risk Management (ARM) has been a valued strategic partner to many Top 30 accounting firms and their clients, delivering unparalleled actuarial knowledge to an ever-growing global client list.

The ARM Network includes over 75 credentialed actuaries; averaging 25 years of experience. With this vast network ARM combines extensive views of mortality and morbidity with comprehensive modeling and valuation capabilities. ARM offers deep, specific industry and geographical expertise to local, regional, national and multi-national clients.

But beyond ARM’s technical expertise, their real strength is communicating to non-actuaries in a way that makes sense. Because we know making matters complex is easy and it takes skill to make it simple.

Actuarial Risk Management

5914 W Courtyard Drive, Suite 190 | Austin | TX 78730 | USA
Tel: +1 512 659 2075
Email: info@actrisk.com


ArentFox Logo

Your goals define our mission. Whether an immediate need or a long-term objective, ArentFox Schiff helps you reach your full potential. As industry insiders, we partner with you to develop practical business strategies and sophisticated legal solutions to achieve today’s targets and anticipate tomorrow’s problems. We get you across the finish line.

ArentFox Schiff LLP is internationally recognized in core industries where business and the law intersect. With more than 650 lawyers and policy professionals, the firm serves as a destination for an international roster of companies, governments, individuals, and trade associations.

Arent Fox Schiff LLP

1301 Avenue of the Americas | New York | NY 10019| USA
Tel: +1 212 484-3948
Email: jule.rousseau@arentfox.com


Arthur Cox is one of Ireland’s leading law firms. For over 100 years, it has been at the forefront of developments in the legal profession in Ireland. With over 530 legal staff and a total headcount of 740, Arthur Cox provides a comprehensive service to an international client base ranging from multinational organizations, banks and financial institutions and established global leaders to government agencies and new players in emerging industry sectors. The firm has offices in Dublin, Belfast, London, New York and Silicon Valley.

Arthur Cox was named Ireland Law Firm of the Year 2022 at the Who’s Who Legal Awards, Ireland Law Firm of the Year for both 2022 and 2021 at the IFLR Europe Awards and International Firm of the Year 2021 at the Legal Business Awards, among many other accolades.

Arthur Cox

Earlsfort Centre | Earlsfort Terrace | Dublin 2 | D02 CK83 | Ireland
Email: ailish.finnerty@arthurcox.com


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Asset Servicing Group, LLC, (ASG) was founded in 2002 and built on this simple idea and belief: An idea that bringing dedicated administration professionals together would create a solid and viable company and a belief that emphasizing hard work and strong service would build trusted relationships and promote growth. The ASG team has since enjoyed decades of success as a third-party administrator forming trusted relationships with court appointed fiduciaries, financial institutions and investors. Its professionals’ unparalleled experience stems from servicing thousands of policies with over 7.6 billion in death benefit, communicating with, and tracking thousands of insureds and managing thousands of investor relationships.

Asset Servicing Group

521 West Wilshire Boulevard, Suite 200 | Oklahoma City | OK 73116 | USA
Tel: +1 405 830 8440
Email: info@asgllc.us


ARM Logo

Azimut Group, Italy’s #1 independent asset manager, manages assets in excess of US$ 70bn. Azimut Holding S.p.A. is listed on the Italian Stock Exchange (AZM:IM) and is part of the FTSE MIB, the exchange’s main index. The group’s international network spans the world, with Azimut present in Italy, Luxembourg, Ireland, China (Hong Kong and Shanghai), Monaco, Switzerland, Singapore, Brazil, Mexico, Taiwan, Chile, USA, Australia, Egypt, Turkey and United Arab Emirates. The efficiency of our services is underpinned by several Group companies, including three asset management companies and an insurance undertaking. Asset Management: Azimut Investments SA, which manages the group’s Luxembourg umbrella fund; Azimut Capital Management Sgr, which manages Italian funds, Italian funds of funds, the Azimut pension fund, and Italian hedge funds; Azimut Libera Impresa Sgr, specialised in private equity. Azimut Life Dac is a specialist insurance company registered in Ireland.

Azimut Group

2A rue Eugène Ruppert | L-2453 Luxembourg City | Grand Duchy of Luxembourg
Tel: +352 266 381 4143

Formed in 2009, BroadRiver Asset Management, LP specializes in the management of fixed income alternative investments for sophisticated institutional investors, including pension plans, endowments and high net worth family offices. The firm’s founders have been serving this clientele individually for over 20 years and as a team for more than a decade.

We focus on private credit investments with dependable yield, low correlation to the financial markets, and low-volatility. We are particularly sensitive to protection of principal and our clients’ needs to reliably match or exceed overall portfolio benchmarks.

Our investments cover a range of durations and include longevity risk, government tax receivables, and investment-grade corporate receivables, offered through co-mingled funds, managed accounts, and structures accommodating investors seeking tax efficiency.


350 Fifth Avenue, Suite 4215 | New York | NY 10118 | USA
Tel: +1 212 486-0600
Email: boflynn@broadrivercap.com


Burdette Asset Management, LLC, is an alternative asset manager with a focus in Life Settlements, providing investors access to the unique management of funds by our experienced team.

Through traditional portfolio management techniques, diversification, a proven medical review process and a long-term hold bias, Burdette Asset Management has refined the approach to investing in the Life Settlement asset class.

At Burdette Asset Management, we understand the unique aspects of the Life Settlement Asset Class and manage our Funds and investor portfolios accordingly. By doing so, we are able to deliver realized returns expected by investors.

Burdette Asset Management

8964 Little Mountain Road, Suite 1000 | Kirtland Hills | OH 44060 | USA
Tel: +1 310 890 9600
Email: WJDeeter@BurdetteAsset.com

The companies and service providers associated in the Bundesverband Vermögensanlagen im Zweitmarkt Lebensversicherungen (BVZL) e.V. are engaged in the secondary markets for life insurance policies all over the world. Since its establishment in May 2004, the association has served to represent members’ economic, legal and political interests and has been in constant dialogue with politicians, opinion leaders, the public and other lobbying groups to further promote the dynamic development of the segment. 

BVZL’s primary objective is to develop industry standards in terms of transparency and comparability of the various investment segments (German and US life insurance policies) to steadily improve the preconditions for successful investments in these very diverse asset classes.


Prinzregentenstrasse 54 | Muenchen/Munich| D-80538 | Germany
Tel: +49 89 1222 3461 2
Email: info@bvzl.de


CCA Logo

Founded in 2007, ClearLife develops software platforms for life settlements and lifetime mortgages. Our platforms are fully integrated and include cutting-edge valuation models and analytics. We also deliver consultancy to those involved – or looking to become involved – in our markets. Our customers value us for the quality of our products, the consistency of our service and our problem-solving abilities.

ClearLife Limited

Priory House | Sydenham Road | Guildford | GU1 3RX | UK
Tel: +44 (0)20 7100 0600
Email: info@clearlifeltd.com


CCA Logo

Computershare Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers as well as governments and institutions. We offer a wide range of services that fulfill our clients’ unique and emerging needs in corporate and structured finance, debt issuance and mergers and acquisitions (M&A). Computershare Corporate Trust is an industry leader with USD$5.2 trillion of debt under administration, USD$380.2 billion in assets under administration and cross-border capabilities including USD$1.5 trillion in funds movements across 75+ currencies in foreign exchange and distributions.

With the acquisition of Wells Fargo CTS in November 2021, Computershare Corporate Trust is among the top providers in the US ranking #1 in CMBS, CRE CLO, RMBS and top 3 in ABS and Investment Grade Debt. Our team of more than 2000 employees continues our commitment to delivering the highest standards of service and value to our entire client base.

For more information, visit computershare.com/corporatetrust

Computershare Corporate Trust

9062 Old Annapolis Road | Columbia | MD 21045 | USA
Tel:+1 651 260 8954
Email: Shana.Murray1@computershae.com


CCA Logo

Corry Capital Advisors, LLC (CCA) was founded in 2006. CCA specializes in providing investment management to investors seeking uncorrelated returns in the Life Settlement asset class. CCA invests in non-contestable Life Insurance policies.  CCA’s senior management team averages 25 years of experience in financial services with a focus in the life insurance and life settlement industries. CCA’s clients include Public Pension Funds, Taft Hartley Pension Plans, University Endowments and Family Offices

Corry Capital Advisors

65 East | 55th Street | New York | NY 10022 | USA
Tel: +1 412 741-2700
Email: shartzell@corycapital.com


For more than 30 years, Coventry has been redefining insurance. By uniquely bridging capital and insurance markets, we created the secondary market for life insurance and pioneered the resulting life settlement industry, opening a wealth of opportunities for consumers, financial professionals, and institutional investors alike. Our efforts have delivered $4.5 billion to policy owners and launched a global longevity market.

As the market leader, we continue to drive the industry forward by setting new standards of excellence in everything we do. Our deep experience in life insurance, specialized finance, and capital markets combined with a fierce commitment to consumer rights makes us the clear market leader – a position we use to continually raise industry standards, promote strict regulation, and expand consumer choice.

Today, Coventry is a global financial services company. We are committed to establishing a healthy and vibrant secondary market for life insurance. Our global distribution platform and deep structuring expertise offer a range of custom solutions to counterparties worldwide, providing institutional investors with unrivaled access to the US longevity market.

Coventry Capital Ltd

8 St. James’s Square | London | SW1Y 4JU | UK
Tel: +44 20 7318 8903
Email: serritt@coventrycapital.co.uk


Edwards Maxson Mago & Macaulay, LLP was founded in 2017 to leverage the exceptional legal and business experience of its founding partners and the select attorneys who join the firm in a way that consistently delivers sophisticated legal services and excellent results at affordable business rates. We’re intentionally branded EM3 to convey that our approach to serving our clients is unique and innovative and, by doing so, the results we achieve for our clients favorably impacts their business and growth exponentially. EM3 is lean by design, and leverages a low overhead law firm model to minimize non-value-added costs and ensure intense focus on meeting our clients legal and business needs.

Our partners are regularly retained to handle complex and sophisticated business transactions and litigation matters, throughout the United States, including our major markets of focus in Atlanta, Chicago, Dallas and New York. Our business attorneys routinely handle complex corporate mergers and acquisitions, business formation and joint ventures, commercial real estate acquisitions, developments, dispositions and financings, patent, copyright, trademark and trade secret counseling and licensing, technology transactions and outsourcing, complex commercial transactions, and insurance matters, including life settlements. We also routinely act as outside general counsel to small and mid-cap companies, who choose to outsource some or all of their legal functions to our firm.

Edwards Maxson Mago & Macaulay, LLP

1230 Peachtree Street | N.E | 19th Floor | Atlanta | Georgia | 30309 | USA
Tel: +1 404 343 0187
Email: jmaxson@em3law.com


EY is an international professional services firm more than 284,000 people working across more than 700 offices in 150 countries. It services clients across Assurance, Consulting, Tax, Strategy and Transactions in many industries, including life settlements.

EY has over 15 years’ experience of working with clients in the life settlements industry and the team draws on its wider capital markets and longevity teams to provide life settlement expertise to the industry. Particular areas of focus are regulated services (as auditor, calculation agent or valuation agent), due diligence for acquisitions or disposals, and a range of other consulting services including tax, regulatory, actuarial and restructuring.

EY has joined ELSA in order to work with other members to promote regulatory change within the life settlements industry and to improve regulatory disclosures in line with ELSA’s code of conduct.

Ernst & Young LLP

25 Churchill Place | London | E14 5EY | UK
Tel: +44 7388 969 274
Email: canderson2@uk.ey.com


ISC Logo

ISC Services is a life underwriting and life-contingent asset administration company that provides services to life brokerage firms, life settlement businesses, asset managers, investors and others active in the secondary and tertiary life risk markets. ISC’s offerings include individualized mortality risk assessments, life settlement underwriting audits, comparative life expectancy evaluations, and primary and supplemental asset administration services. The company’s primary objective is to grow and manage a comprehensive, scalable life asset-centric services platform to meet the growing needs of the life risk industry and to do so with a focus on consistency, quality, and value.

ISC Services

5 Concourse Parkway, Suite 3000 | Atlanta | GA 30328 | USA
Tel: +1 404 521-5111
Email: info@iscservices.com


Jade Mountain Logo

Jade Mountain Partners, LLC is an SEC-registered investment advisory firm that focuses on sourcing and managing insurance-related assets. Former Apollo managing directors David Marinoff and Henry Wu co-founded the company in 2016, combining decades of experience in originating, structuring, and closing complex transactions in insurance-linked asset classes. Jade Mountain Partners, LLC was registered with the SEC in 2018, and currently oversees approximately $1.3 billion AUM. Since its founding, Mr. Marinoff and Mr. Wu have recruited skilled principals who have experience managing and leading significant transactions for some of the most sophisticated financial institutions in the world.

Jade Mountain Partners, LLC

1521 Avenue of the Americas | Suite 4106 | New York | NY 10020 | USA
Tel: (212) 433-4320
Email: info@jademountainpartners.com


Lapetus Solutions Inc. (LSI) integrates science and technology with machine learning to develop tools and platforms that enable industries relying on life event prediction to reduce and replace their dependence on traditional assessment methods with faster, more cost-effective and increasingly accurate results.

Lapetus Solutions Inc.

936 Baldwin Park Drive | Wilmington |  NC 28411| USA
Tel: +1 910-547-0994
Email:  info@lapetussolutions.com


Life Equity LLC is a leading provider of origination and portfolio services for institutional investors in the life settlement industry. Life Equity was established in 2000, is institutionally owned and is recognized for its efforts in the promotion of industry regulation, high ethical standards and transparency in the marketplace.

The company is broadly licensed and has an industry-leading platform for policy acquisition, having originated over $3.5 billion in face value. Life Equity provides a full suite of insured and policy servicing, including valuation and analytics, premium optimization, premium payments, tracking and benefit collection.

Life Equity LLC

Canal Place Building 17, Suite 1731 | 530 South Main Street |  Akron | OH 44311 | USA
Tel: +1 330 342-7772
Email:  info@lifeequity.com


LifeRoc was founded in 2017 to provide fund managers and investors unique policy origination and best in class portfolio consulting services. Our provider, LifeRoc Capital is licensed and/or operating in 36+ states. With a team of 15+ professional and over 100 plus years of combined life settlement experience LifeRoc has become the fast growing life settlement company in the market.

LifeRoc Capital LLC

11620 Wilshire Boulevard, 9th Floor | Los Angeles | CA 90025 | USA
Tel: +1 (800) 592-6080
Email: Aaron@LifeRocCapital.com


Lighthouse Life originates and acquires life insurance policies through the regulated life settlement market, utilizing its specific knowledge of life settlements and the needs of life insurance policyowners. We are a growth company that is by a seasoned executive team with more than 100 years of combined experience in life settlements, life insurance, finance, and marketing.  Lighthouse Life originates policies by advertising directly to American seniors and marketing to insurance and financial services professionals.

Lighthouse Life

1100 East Hector Street, Suite 415 | Conshohocken | PA 19248 | USA
Tel: +1 445 200 5601
Email: investors@lighthouselife.com


The Life Insurance Settlement Association (LISA) is the nation’s oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than fifty companies doing business in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. LISA’s mission is to promote the development, integrity, and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, please visit www.lisa.org.

Life Insurance Settlement Association

1800 M Street, NW, Suite 4005 | Washington, DC | 20036 | USA
Tel: +1 202 580 6188
Email: bnicholson@lisa.org


LK Shields Solicitors LLP is a leading Irish corporate and commercial law firm with offices in Dublin, Galway and London. Our clients are enterprising Irish and international businesses, financial institutions and public bodies.

We provide partner-driven, accessible and decisive input. Our professionals combine their depth of legal knowledge with their commercial experience to deliver business solutions to complex legal issues.

Our core practice areas include Corporate and Commercial Law, Employment Law, Litigation, Funds and Financial Services, Banking and Finance and Property Law with specialist capabilities such as Compliance and Regulatory, EU Law, Company Secretarial, Construction and Planning, Pensions and Employee Benefits, Energy and Natural Resources, Health Care and Life Sciences and Intellectual Property.

Our Financial Services Team provide sound technical and business orientated advice and support to clients seeking to negotiate the increasingly diverse and dynamic world of financial services regulation. They advise and assist a wide range of leading financial institutions and corporates on investment funds, regulatory advice, inward marketing of foreign investment products and asset finance.

LK Shields Solicitors LLP

38 Upper Mount Street | Dublin 2 | Ireland
Tel: +353 1 661 0866
Email: email@lkshields.ie


Locke Lord is a full-service, international law firm of more than 20 offices designed to meet clients’ needs around the world. The Firm has a history that spans more than 125 years and is a worldwide leader in the middle market sector. Locke Lord advises clients across a broad spectrum of industries including energy, financial services, fund formation, health care, insurance and reinsurance, private equity and venture capital, real estate, and technology, media and telecommunications, while providing a wealth of experience through its complex litigation, intellectual property, regulatory and transactional teams.

Locke Lord Bissell & Liddell LLP

Terminus 200 | Suite 2000 | 3333 Piedmont Road | NE | Atlanta | Georgia 30305 | USA
Tel: +11 404 870 4638
Email: bcasey@lockelord.com


Longevity Holdings’ brands are market leading providers of data, analytics, & services focused on our senior population. The Longevity Holdings family of companies has the combined technology, data, and team experience capable of delivering the best-in-class experience for life settlement market.

The Longevity Brands are ITM-21st, Fasano Associates, LexServ, Maple Life Financial, Maple Life Analytics, PBI Research Services and Life Insurance Trust Company.

Longevity Holdings, LLC.

333 South 7th St | Suite 2400 | Minneapolis | MN 55402 | USA
Tel: +1 612-371-3008


LSI Logo
Longevity Services Inc. (LSI) purchased the Life Expectancy business unit of Examination Management Services, Inc. (EMSI) September 1, 2015. LSI is headquartered in Spokane, WA with professional underwriters working remotely, which allows us to contract with the best underwriters from anywhere in the country. Our focus is to provide a consistent process for quality Medical Underwriting for the Life Settlement industry. Our team of experienced underwriters is led by a medical doctor who specializes in Life Settlements. LSI has built a “Best in Class” Medical Underwriting process and our business continues to expand.

Longevity Services Inc.

125 S. Stevens St.| Ste 500 | Spokane | WA 99201 | USA
Tel: +1 509-724-2121
Email: njones@lsi-le.com


NorthStar assists at each stage of the life settlement investment cycle.
We offer a full range of premier services to institutional and private investors in life settlements, which are life insurance policies that have been sold by customers.
The firm manages every transaction and portfolio with a personalized solution that considers the investor’s goals, budgetary requirements and risk tolerance in order to construct a strategy designed to maximize investment returns.

NorthStar Life Services

Address: 15420 Laguna Canyon Road | Suite 260 | Irvine | California 92618 | USA
Tel: +1 949-265-1616
Email: info@northstarlife.com


Orrick is a modern, inclusive, global law firm focused on offering our clients solutions for their unique business objectives. As a leading global firm, we offer a comprehensive platform for our clients—from the most innovative disruptors to established multinational leaders. Because our clients need legal solutions informed by commercial insight, we focus on serving the three sectors driving the global economy: technology & innovation, energy & infrastructure and finance. Based in 25+ markets globally, we help our clients grow and disrupt, we protect them, and we help them win.

Orrick has a full-service life settlements practice with knowledge and experience that leads to significant efficiencies for our clients. Our more than 20 lawyers have worked in all facets of the life settlement space, bringing a level of knowledge and expertise unique to any law firm. With nearly two decades of experience representing investors, lenders, and other participants in life settlement matters, we are one of the most experienced groups out there. Life settlements are a unique product for which clients often face novel challenges and our team excels at developing creative solutions and legal strategies to combat these challenges in whatever form they may take.

Orrick, Herrington & Sutcliffe LLP

2050 Main Street, Suite 1100 | Irvine | CA 92614 | USA 4865
Tel: +1 949 852 7708
Email: LifeSettlements@orrick.com


Plenum Investments AG is an independent investment manager specializing in insurance risks for institutional and professional clients. The core competence lies in the management of natural catastrophe, longevity risks and regulatory insurance capital. The investment focus is on transparent and sustainable investment solutions. In the UCITS CAT Bond Fund segment, Plenum Investments AG is one of the established providers and is a leader in the sustainability analysis of CAT Bonds. Its Life Settlement AIF is run under SFDR Art. 8 disclosure  rule.

Plenum Insurance Linked Capital

Plenum Investments Ltd | Brandschenkestrasse 41 | CH- 8002| Zurich | Switzerland
Tel: +41 43 488 57 50
Email: info@plenum.ch


Predictive Resources is a recognized thought leader in the longevity space, and over 150 industry players rely on its longevity-related products and services. Founded in 2013, Predictive combines actuarial, underwriting, IT, predictive modeling, and clinical expertise to measure and predict the impact of demographics, health conditions and other variables on all aspects of longevity and mortality. Among LE providers, it remains the only player who is both independent and focused solely on life settlements.

Predictive Resources

4865 Miami Road | Cincinnati | OH 45243 – 4029 | USA
Tel: +1 513 272 7118
Email: info@predictiveresources.com


Preston Ventures is a privately held financial services firm based out of southern California, which provides investment, advisory, and asset management services to institutions and family offices. Some of the world’s largest private equity funds, hedge funds, and corporate clientele know us as proactive, data driven and highly analytical. The partners manage institutional capital in conjunction with opportunities to invest principally in transactions where they can utilize their specialized market knowledge and expertise. Preston Ventures is considered an industry leader in mortality-based financial products with a focus on life settlements.

Preston Ventures

120 Vantis Suite 130 | Aliso Viejo | California 92656 | USA
Tel: +1 949 404 6303
Email: ameltzer@prestonv.com


Ress Capital is an alternative investment fund manager (AIFM) based in Stockholm. We have since 2011 bought a diversified life insurance portfolio on behalf of Ress Life Investments, which is listed at NASDAQ Copenhagen. Proprietary portfolio management systems and pricing models have been developed, in order to gain an advantage when purchasing policies. The company also collaborates with external medical underwriters specialising in senior mortality in order to provide more accurate assessments and mortality distributions.

Our management team has extensive experience in life settlements, complimentary backgrounds and international experience from having worked at major banks and hedge funds. The board of directors consists of both successful entrepreneurs and senior managers with extensive experience from the financial industry.

Ress Capital

Resscapital AB | Sturegatan 46 | SE-114 36 Stockholm | Sweden
Tel: +46 (0)70 663 0845
Email: info@resscapital.com


SL Investment Management Ltd (“SL”) is an independent UK based Alternative Investment Fund Manager regulated by the UK Financial Conduct Authority. Since its foundation in 1990, SL has managed or advised over 30 collective investment vehicles comprising assets in excess of $7.5bn.

SL works globally with institutional clients to deliver a comprehensive range of alternative asset management services together with innovative fund structuring solutions. SL specialises in the management of life settlements portfolios.

As a founding member of ELSA, SL has been fundamental in the promotion of transparency and standards in the life settlement market. SL’s reputation for innovation is well documented. In 1992, SL was the first company to devise and launch a UK listed Traded Endowment Policy fund. In 2004, SL created the world’s first life settlement fund listed on the London Stock Exchange.

SL Investment Management Ltd

One City Place | Queens Road | Chester | CH1 3BQ | UK
Tel: +44 1244 317999
Email: info@slinvest.co.uk


Wilmington Trust has been serving the complex needs of our institutional clients since our founding in 1903. We’ve served on some of the largest and highest profile transactions in recent history, offering international reach and personalized service through teams of highly skilled and experienced professionals.

Institutional Client Services:

  • International client base with clients in more than 90 countries
  • Specialized trust services for capital markets financing structures
  • Trust and custody services for retirement plans
  • Customized institutional investment capabilities

Services for the Life Settlement Market

Wilmington Trust provides trust and agency services in the life settlement market—and can help you manage and make the most of your insurance portfolio. We have both broad and deep experience in many areas of the secondary life insurance market, allowing us to fully coordinate, execute, and manage your transactions, serving in one or more of these key roles:

  • Escrow Agent• Securities Intermediary• Custodian• Premium Paying Agent• Trustee• Collateral Agent

Choose Wilmington Trust

Our team is comprised of experienced and dedicated professionals. And while our experience is beneficial, two additional key attributes raise the services we provide to a higher level—our responsiveness and long-term relationship focus.

Wilmington Trust’s institutional clients benefit from our team’s steadfast commitment to responsiveness. We want to be your provider of choice and understand that attention to detail and personal service are paramount to building lasting relationships. We are as thorough with each complex situation as if it were our own, and will make knowing and serving you our top priority

Wilmington Trust

1100 North Market Street | Wilmington | DE 19890-1600 | USA
Email: morendorf@wilmingtontrust.com