Tagline
Long term international financial services consultant. Specialising developing new businesses presently in the life settlement market
Bio
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!
Last Active
3 months ago
Name / Logo
Elevator Pitch
The Life Settlement CONNECT platform offers life insurance policy sellers the chance to receive tens of thousands of dollars more for their policies compared to the traditional market. This model ensures transparency on fees, with CONNECT, as the lead generator. Additionally, CONNECT provides a fully certified training and marketing course for advisors, to ensure they can provide BEST advice to clients.
Industry
Finance
Team Size
Just Me/Co-Founders
Company Stage
Launch
Funding Stage
Seed
Funding Raised
$100k to $250k
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