Life Settlement Policy Origination

The origination of the best policies to fit a particular portfolio requires a robust and tested methodology that uses advanced valuation models as well as the years of experience from the Wharton Advisors Corp. Management Team.

The aspects of this include:
Policy Identification. Wharton Advisors Corp. source from top tier institutional sources only and through complete independence is able to access the best policies for each    solution.
Valuation and Compliance Check. A clear documented process that Wharton Advisors Corp. will discuss with clients, but is maintained to industry leading standards.
Independent Medical Review. This qualitative screen is unique to the Wharton Advisors Corp. approach, allowing an additional level of risk mitigation.

Service Portfolio

Policy Sourcing