With over 30 years of experience as a financial advisor, I have honed my expertise in creating innovative financial solutions. After effectively retiring in 2011, I traveled and lived in the US, the Bahamas, and the UK and finally settled in Mexico in 2021.

Since early 2023, I have been leading a small team developing a groundbreaking product aimed at transforming the life settlement market. The market currently suffers from issues such as lack of transparency and undisclosed fees, resulting in only two percent (2%) of available policies being bought!

The team has successfully developed software for efficient data collection from clients, negotiated fees with health assessors and providers, and designed and developed a comprehensive training course for advisors to ensure their expertise in this area.

Why do this? Why me?

Well, prior to 2010, I was a pioneer in the Life Settlement Policy market, initially in the UK and then globally, with a focus on policy supply and fund development.

Finally, I know this product can make a big difference in the lives of the elderly. They just need a better deal than they generally get!