The AEG Difference...

In-House Expertise

Our principals and employees have extensive experience in the insurance industry in the fields of underwriting, marketing, sales and service. With an average of 22 years of major carrier experience, our Principals bring deep-rooted values based on conservative business practice, compliance and customer service.

You Can Have Confidence

We have a HIPAA compliant firewall to ensure protection of your client’s confidential medical and financial information,

We transmit data using only a Secure File Transfer System, to protect data as it moves from behind our firewall to the institutional purchasers.

We continually evaluate the purchasers to ensure that only institutional funds are used to purchase life policies. An individual person will never have a direct interest in a single life policy that we place.

We closely monitor and follow the ever changing regulatory landscape. In states where life settlements are not regulated, we follow Florida’s strict regulations to ensure that each transaction is conducted with the high standards that we have set for ourselves.

We fully disclose the financial details of the settlement transaction including all of our compensation. All of the expenses related to the settlement process will be incurred by AEG and not our advisors or the policy owner.

Reliability

We will provide training and support so that advisors understand the viability of a policy on the secondary market prior to approaching a client. We will provide you with a viability assessment within 48 hours so that you can fully understand the factors that will impact its market value.

We will provide a written weekly status report to the advisor on all pending settlements. You will be fully aware of the progress we are making and can keep your client as informed as well.

We pledge to respond to in-coming calls and email inquiries in no more than 24 hours (business days only).

Get the Most out of Life

We market policies to a large number of qualified purchasers to ensure a thorough covering of the market.

We foster open competition and have no undisclosed interest in or relationship with any purchasers with whom we work. We will not enter into any agreement or relationship that could be construed to present a conflict of interest with regard to the fair and open competition for the policies that we market.

We represent the seller throughout the process and will take action and make recommendations consistent with their best interest throughout the process. We continually strive to maximize the final settlement offer to your client.