LEVERAGING YOUR LONGEVITY CAPITAL
At Wharton Advisors Corp., we recognize that each of our clients has their individual needs and requirements. To ensure we provide the best possible services, we combine our range of services and skills to facilitate the most effective bespoke solutions for our clients.
INSURANCE PORTFOLIO EVALUATION
Getting the most out of an insurance portfolio requires a holistic review of current data points, including needs, suitability, structure, quantitative and qualitative analysis of the underlying insurance holdings. The use of well-tested methodologies and advanced valuation models help achieve a comprehensive overview. This includes:
This service focuses on ensuring that every aspect of the longevity product suits the client’s current needs and requirements. Frequently, there are circumstances where segments of an insurance portfolio are no longer needed, have become unaffordable or have little to no value. On a seasoned portfolio, there is often embedded real value that can be monetized. In other circumstances, where the need for insurance still exists, the products can be funded using external capital. Options include: