Life Settlement Portfolio Services

Each life settlement portfolio owner is unique. We offer flexible service combinations and enable clients the ability to design a customized service program to fit their needs.

Premium Administration
MLF Lexserv will coordinate with the payment agent to execute premiums at the investor selected frequency. Once paid, we work with the life insurance carriers to confirm that every payment is received and properly applied.

Premium Optimization
We understand the difference between policy pricing and premium optimization. We’ve built an extensive library of life insurance products purchased into the secondary market and analyze each policy contract in detail. Our analyses yield savings, enhance cash management and often provide the benefit of a higher return.

Ongoing Policy Support
We maintain frequent carrier contact to actively monitor policy values, confirm policy status, gather needed information, and identify potential issues before they arise. We also engage in a meticulous review of all incoming policy correspondence and take appropriate follow-up action when needed.

Insured Tracking
Our death-to-discovery time is unsurpassed in the industry. We utilize multiple tools to monitor the status of each insured and have proven processes to manage ongoing contact with their designates.

Insured Health Analysis
Our innovative health monitoring service alerts clients to changing health conditions and identifies new physicians associated with insured care. This comprehensive approach enables us to gather complete and up-to-date medical records to ensure accurate Life Expectancy reporting.

Annual Processing & Policy Review
We perform a concise assessment at the end of each policy year to evaluate the current cash flow projection. This exercise supplies investors with the data they need to measure year-over-year worth and portfolio risk.

Death Claim Processing
The performance of a life settlement portfolio can be enhanced when claims are handled quickly and efficiently. We immediately notify clients in the event of a death and work swiftly to retrieve the death certificate, file the proper claim forms and follow up with the carrier until payout.