Win / Win Investing

Life Settlements

What We Do

Investing in Socially Responsible asset classes promotes environmental stewardship, consumer protection, human rights, and diversity. The traditional stock and bond asset allocation methodology is no longer a balanced approach.

How It Works

A Senior Life Settlement is a life insurance contract that is no longer wanted, needed, or affordable. It is sold by an insured to a third party who assumes responsibility for the payment of premiums until the policy matures at the insuredʼs passing.

The Shield Advantage

Shield Financial Services specializes in making the hard simple when it comes to participating in the Life Settlement asset class. Shield employs best in class counter-parties to provide the highest quality products, services, and investor protections.

What We Do

Investing in Socially Responsible asset classes promotes environmental stewardship, consumer protection, human rights, and diversity. The traditional stock and bond asset allocation methodology is no longer a balanced approach.

How It Works

A Senior Life Settlement is a life insurance contract that is no longer wanted, needed, or affordable. It is sold by an insured to a third party who assumes responsibility for the payment of premiums until the policy matures at the insuredʼs passing.

The Shield Advantage

Shield Financial Services specializes in making the hard simple when it comes to participating in the Life Settlement asset class. Shield employs best in class counter-parties to provide the highest quality products, services, and investor protections.

1911 Grisby vs Russel

In the 1911 case of Grigsby vs. Russell, US Supreme Court
Chief Justice Oliver Wendell Holmes ruled that life insurance is the legal property of the insured and is freely transferable at the will of the owner.

“Life insurance has become in our days one of the best recognized forms of investment and self-compelled saving.”
Oliver Wendell Holmes
US Supreme Court Chief Justice

Available For You

Contact us with the form below regarding any questions you might have
about our services for individuals or partners.

Disclaimer

Investing in FRACTIONAL LIFE SETTLEMENTS is limited to
CALIFORNIA RESIDENTS ONLY