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U.S. Life Settlement Acquisition Platform

Where Actuarial Discipline
Meets Alternative Returns

LifeChain Financial acquires diversified portfolios of U.S.-issued permanent life insurance policies — building an asset class that is structurally independent of equity markets, interest rates, and economic cycles.

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>15%
Modeled IRR
Actuarially Projected — Base Case
4–5 Yrs
Capital Recovery
Target — Base Case
$13T
Market Size
U.S. Life Insurance In-Force
The Opportunity

The World's Most Underutilized
Alternative Asset Class

$13T
Total U.S. Life Insurance In-Force
~$100B
Estimated Annual Secondary Market
$4B+
Policies Available for Acquisition Annually

The U.S. life insurance secondary market — the life settlement industry — is one of the fastest-growing alternative asset classes in the world. Every year, billions of dollars in policy face value go unclaimed: policies lapse, are surrendered at a fraction of their worth, or expire without ever reaching the secondary market.

LifeChain Financial exists to capture that inefficiency. We acquire policies at disciplined discounts to face value, build institutionally diversified acquisition portfolios, and distribute proceeds to capital partners as policies mature.

Source: Abacus Life Corporate Presentation, May 2024.

The Process

How a Life Settlement Acquisition Works

01

Sourcing

LifeChain identifies permanent U.S. life insurance policies from individuals who no longer need or can sustain their coverage — operating in a segment with minimal competition and favorable acquisition economics.

02

Underwriting

Every policy is independently reviewed by third-party actuarial underwriters. Life expectancy, carrier credit quality, premium obligations, and face value are assessed against strict acquisition criteria before any commitment.

03

Portfolio Assembly

Qualified policies are assembled into a diversified acquisition portfolio — spread across multiple A-rated carriers, age cohorts, policy sizes, and geographies. Institutional concentration standards are applied at every level.

04

Distributions

As policies mature, LifeChain receives the death benefit from the issuing carrier. Proceeds are distributed to capital partners — increasing in size and frequency as the portfolio matures over time.

Learn More About Life Settlement Acquisitions →
Why LifeChain

A Return Profile Built on
Actuarial Science,
Not Market Cycles

Life settlement acquisitions offer something genuinely rare in modern portfolio construction: a return profile that is structurally non-correlated to equity markets, credit spreads, interest rates, and economic growth.

Returns are driven by actuarially modeled life expectancy and the claims-paying obligations of highly rated insurance carriers. The primary variable is timing — not whether a distribution occurs.

For institutional investors, family offices, and qualified capital allocators, this structural independence represents a meaningful portfolio diversifier with double-digit return potential.

Explore the Return Modeling →
Downside-Resilient
Structural independence from market volatility
Non-Correlated
No equity, rate, or commodity exposure
Actuarially Modeled
Independent mortality analysis on every acquisition
Double-Digit Returns
Greater than 15% projected IRR — base case
Maturity Distributions
Proceeds distributed as policies mature
Diversified Portfolio
Spread across carriers, geographies, and cohorts
Investment-Grade Carriers
A and A+ rated insurers across the portfolio
Defined Horizon
Capital recovery targeted within a structured timeframe
Return Profile

Actuarially Modeled Outcomes

The following scenarios are derived from independent actuarial modeling — a probabilistic distribution of possible outcomes, not a forecast or assurance of results.

Scenario Modeled IRR MOIC Capital Recovery
Conservative (5th percentile)8.5%1.35×6–7 Years
Downside (25th percentile)11.2%1.50×5–6 Years
Base Case (Median)>15%~1.6×4–5 Years
Upside (75th percentile)22%+1.85×3–4 Years
Optimistic (95th percentile)28%+2.1×2.5–3.5 Years
Actuarially modeled projections only. Not a guarantee or promise of any specific return. Actual results will vary. For accredited investors and qualified institutional participants only. Not an offer to sell or solicitation to purchase any security.
>15%
Projected IRR — Base Case
~1.6×
MOIC — Actuarially Modeled
Increasing
Distribution Profile Over Time
View Full Return Modeling →
Who We Serve

Built for Sophisticated Capital Allocators

Institutional Investors

Pension funds, endowments, and foundations seeking non-correlated exposure with investment-grade counterparty backing. LifeChain's acquisition portfolios are structured to meet institutional standards for diversification and risk transparency.

Family Offices

Long-duration, downside-resilient returns independent of traditional market cycles. LifeChain provides family offices direct access to life settlement acquisitions through a single, institutionally managed vehicle.

Private Capital Allocators

Accredited investors and qualified capital allocators seeking meaningful alternatives to fixed income. Participation in LifeChain's acquisition programs is structured as a private placement for eligible participants.

Decades of Discipline.
Institutional Execution.

LifeChain Financial was built by a team with deep roots in life insurance, estate planning, high-net-worth advisory, accounting, and institutional finance. Our acquisition strategy traces its origins to the 1980s — when the life settlement concept first emerged as an alternative for policyholders underserved by traditional markets.

About Our Approach →
Policies sourced from A and A+ rated U.S. insurance carriers
Independent actuarial underwriting on every acquisition
Diversified across multiple carriers, geographies, and age cohorts
Team credentials spanning MDRT, institutional finance, and insurance law

Ready to Explore the Opportunity?

LifeChain is currently working with accredited institutional investors, family offices, and qualified capital allocators. Inquiries are confidential.

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