What We Do
The traditional stock and bond asset allocation methodology
is no longer a balanced approach.
By including Life Settlements to your portfolio, risk-adjusted returns should improve and overall portfolio volatility risk will be reduced with the addition of a non-correlated asset class to your asset allocation.
The traditional stock and bond asset allocation methodology is no longer a balanced approach. As interest rates remain suppressed, insufficient returns from fixed-income investments have negatively distorted the risk premium attached to the traditional model.
In the chase for safe yield, properly utilizing Life Settlements can reduce overall portfolio volatility and stabilize returns in several ways including:
-
Market dislocations and regulatory pressures create opportunities to diversify into non-
traditional alternative sectors. -
Life Settlements may offer better relative return performance with lower correlation to financial
markets. -
Investors stand to harvest the benefits of a known financial return for the portion of their assets
allocated to Life Settlements that would otherwise be designated to lower yield fixed income
investments.
A well-constructed Life Settlement portfolio, diversified with Shield Settlement Services, can provide attractive returns and reduce downside risk while offering a desirable investment hedge, inflation protection, and lower overall portfolio volatility.
How It Works
A Life Settlement is a life insurance contract that is no longer wanted, needed, or affordable. It is sold by an insured to a third party who assumes responsibility for the payment of premiums until the policy matures at the insured's passing.
The Shield Advantage
Shield Settlement Services specializes in making the hard simple when it comes to participating in the Life Settlement asset class. Shield employs best in class counter-parties to provide the highest quality products, services, and investor protections.
Disclaimer
Investing in FRACTIONAL LIFE SETTLEMENTS is limited to
CALIFORNIA RESIDENTS ONLY