info@longevityaa.com
1200 Abernathy Road, Suite 1700, Atlanta, GA 30328
Practical Experience Effectively Delivered
SERVICESLongevity Asset Advisors: Your Partner for Success in the Life Insurance Markets
LAA is passionate about delivering tailored solutions to its clients. We specialize in navigating the complex terrain of the life settlement industry, providing practical advice, careful guidance, and hands-on service to ensure you achieve your objectives.
Transaction Management
For investors or asset managers interested in life insurance assets, the process of entering and operating in the primary, secondary and tertiary marketplaces is challenging – not to mention time consuming and, without the right guidance and assistance, expensive. There are a wide range of issues to address, vendors to meet, and dozens of decisions to be made before, during and after you’ve purchased your first policy or portfolio. To make matters more confusing, the marketplace is populated primarily by independent intermediaries, most of whom may not be involved in the business full-time and some of whom cannot fully align their interests with yours.
Add to all this the fact that so much of what is said in the marketplace and about the asset class and the industry is conjecture, hyperbole, misdirection and hearsay and it’s easy to see how critical missteps can occur. To avoid all of these issues, save time and money, and gain an edge, you need competent experts on your side.
Comprehensive Capabilities
TIME TESTED OPERATIONAL ASSISTANCE
For parties who prefer to take action rather than talk about acting, Longevity Asset Advisors serves as the leverage you need to allow you to quickly and effectively enter, engage, operate and, when the time comes, exit the marketplace in an orderly and efficient manner. LAA knows all the key players, their backgrounds, core competencies, affiliations and inclinations. More importantly, they know how to assemble, coordinate and manage the right team of service providers to pursue a well-defined and clearly delineated objective.
LAA knows what needs doing, who is best suited to do it and what “best-in-class” really means for each activity required.
They know what is extraneous and what’s essential and, subject to the client’s requirements, LAA makes sure all the critical issues are dealt with up-front, correctly and with the least amount of wasted time, effort and money. LAA knows all of this and more because, they’ve actually done it for over a quarter century.
LAA guides clients through the maze and around the mythology surrounding the life markets to get to the core of what really matters: compliant, efficient, profitable outcomes. LAA knows what they know (and what they don’t) and how to do the things that matter. When so much of what is said about the business cannot be supported by the facts, LAA chooses to stick to them. They have a viewpoint tied to decades of active involvement, careful observation and aggressive research. LAA’s clients tend to want to do what works and LAA is inclined to agree.
They tell the truth as they see it and work very hard to challenge not only the status quo, but also their own assumptions.
LAA sees opportunities and angles others miss or ignore and their clients benefit from all they know and do right alongside them.
If you’re already engaged in the life markets or just considering building and managing a portfolio of life-contingent assets or a platform to operate in the marketplace, LAA can get you in the game quickly, with the right strategy and the best chance for success. They’ll walk you through the entire process from start to finish, providing strategic, tactical and operational support and direction along the way.
They’ll help you choose and train your team, evaluate the competition and the current environment, vet your ideas and objectives and build the relationships and interfaces you’ll need to succeed. LAA can run the show for you as well, with complete transparency and a no-nonsense approach. From regulatory compliance to accounting, managing service providers to documentation, LAA has the resources and experience to enable you to participate fully in the life settlement marketplace while keeping overheads low and you in control.
Advisory Services
For parties who prefer to take action, we serve as the leverage you need to quickly and effectively enter, engage, operate, and when the time comes, exit the marketplace in an orderly and efficient manner. We know all the key players, their backgrounds and core competencies, their affiliations and inclinations.
More importantly, we know how to design, configure, assemble, coordinate, and manage the right team of essential service providers to pursue a well-defined and clearly delineated objective. LAA’s tenure and breadth of experience operating in the life settlement marketplace, enables us to guide you in avoiding the pitfalls and missteps while ensuring your activities are regulatorily compliant, your operations are efficient, and your expectations are aligned with market conditions.
Before it’s too late, the Proactive help you need
SUBJECT MATTER EXPERTISE
LAA knows what needs doing, who is best suited to do it and what “best-in-class” really means for each activity required.
They know what is extraneous and what’s essential and, subject to the client’s requirements, LAA makes sure all the critical issues are dealt with up-front, correctly and with the least amount of wasted time, effort and money. LAA knows all of this and more because, they’ve actually done it for over a quarter century.
LAA guides clients through the maze and around the mythology surrounding the life markets to get to the core of what really matters: compliant, efficient, profitable outcomes. LAA knows what they know (and what they don’t) and how to do the things that matter. When so much of what is said about the business cannot be supported by the facts, LAA chooses to stick to them. They have a viewpoint tied to decades of active involvement, careful observation and aggressive research. LAA’s clients tend to want to do what works and LAA is inclined to agree.
They tell the truth as they see it and work very hard to challenge not only the status quo, but also their own assumptions.
LAA sees opportunities and angles others miss or ignore and their clients benefit from all they know and do right alongside them.
If you’re already engaged in the life markets or just considering building and managing a portfolio of life-contingent assets or a platform to operate in the marketplace, LAA can get you in the game quickly, with the right strategy and the best chance for success. They’ll walk you through the entire process from start to finish, providing strategic, tactical and operational support and direction along the way.
They’ll help you choose and train your team, evaluate the competition and the current environment, vet your ideas and objectives and build the relationships and interfaces you’ll need to succeed. LAA can run the show for you as well, with complete transparency and a no-nonsense approach. From regulatory compliance to accounting, managing service providers to documentation, LAA has the resources and experience to enable you to participate fully in the life settlement marketplace while keeping overhead low and you in control.
Special Situations
Our specialty is forensic due diligence and analysis. We are experts in identifying and understanding critical details related to transactions, assets and participant behaviors and incentives. We are also highly skilled at uncovering opportunities to recover, optimize and maximize the value of the assets in play. Our aptitudes extend to matters involving litigation related to life insurance, life settlements, and related parties. Expert consulting, expert witness testimony, expert analysis and reporting, and strategic consulting are just part of the added value LAA brings to the table. Engaging a deeply skilled and diversely experienced team whose interests are properly aligned with yours is the most effective way to filter out the chaos, hyperbole, and hucksterism that often characterizes the marketplace.
Subject Matter Experts
INSOLVENCY & LITIGATION
The history of the life insurance industry is periodically punctuated with the failure of flawed business models, poorly executed strategies, and inept operators. In many cases, these issues precipitate the gradual decline and eventual demise of an operating business, fund or financing entity holding life insurance policies. We are both broadly experienced and deeply skilled in the assets and issues that drive misconduct, malfeasance, and misfeasance involving life settlements. As such we are uniquely capable of supporting litigators, regulators, receivers, trustees and others as strategic advisors and tacticians.
EXPERT WITNESS ENGAGEMENTS
We possess over 50 years of combined experience in the life markets. As expert technicians with regard to the inner workings of both life insurance and the secondary and tertiary life markets, we are ideally suited to provide first hand, thorough and detailed analysis and testimony with regard to life insurance and life settlement matters. Our ability to define, describe, frame and present the relevant concepts that underlie the asset class, the market itself and the various parties playing roles in a given scenario, in a straightforward and precise but easily understood manner make us ideally suited to support attorneys and clients involved in life settlement-related cases.
EXPERT WITNESS ENGAGEMENTS
As strategists and tacticians, with proven success and skills developed over many, many years, we are able to quickly triage, investigate, diagnose, consult, propose and implement practical, effective solutions to a vast array of situations and circumstances. Our capabilities extend far beyond assessing the quantitative characteristics of the assets, to the qualitative matters which can, if correctly evaluated and explained, add extra value to the assets or the operation in question. Our tenure in the industry affords our clients the benefit of well-honed perspective and thoroughly refined context including the ability to identify correlations, and connections others either miss or simply do not understand.
Unfortunately, the life insurance markets are populated with people and companies, which may be very effective in one area of the business and yet, fall woefully short in others. Sometimes an enterprise simply loses focus or wanders away from its core competencies. It is not at all uncommon for these organizations to find themselves operating unsuccessfully and far beyond their capabilities. To get back on track, these firms need expert guidance and fresh perspective.
They may be facing challenges that include legacy issues inherited from previous management, ineffective personnel, unforeseen market shifts or resource constraints.
With managerial support and commitment, it may be possible to successfully rehabilitate or reconfigure the enterprise by providing the necessary tools and resources to allow a once struggling company to thrive again. When a reorganization is simply not possible or its success is unlikely, we can step in to uncover and maximize the value of the remaining assets of the business.
LAA’s capabilities extend far beyond assessing the quantitative characteristics of the assets, to the qualitative matters which can, if correctly evaluated and explained, add extra value to distressed assets subject to liquidation. LAA’s long tenure of experience in the industry affords its clients the benefit of deep context and the ability to identify correlations others simply do not understand. LAA is able to see beyond the numbers to identify hidden opportunities and untapped potential.
Their habits drive them to dig deeper, ask the more difficult questions and chase down every possible alternative in search of the best route to maximum recovery. In run-off, wind-up and liquidation cases, and in addition to operational, strategic and tactical assistance, LAA is also able to produce substantive, well-reasoned and defensible data and analysis in support of litigation and other legal actions necessary to the recovery effort. LAA’s ability to evaluate, assess and support complex matters involving life insurance assets and all of the elements of such cases makes them a critical component of your legal strategy and a valued member of your litigation team.
Longevity Asset Advisors. Calls may be recorded for quality and training purposes.
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