THE CAPSTONE ADVANTAGE

The Senior Life Settlement market is regulated in all fifty states and public awareness of the asset class is growing rapidly. Capstone’s provider network has visibility into the secondary market for life insurance resulting from years of building relationships with life settlement brokers and agents. Through a disciplined approach focused on transparency and best-in-class due diligence procedures and controls, Capstone delivers a high value product. The Capstone Advantage to both advisor and purchaser is in the business model. Delivering concrete value to your accredited investors is the best way to stand out amongst the crowd.

CONSULTATIVE APPROACH

Each advisory firm with whom we consult has its own unique brand, culture and structure. By deeply understanding our advisory clients’ distinctive value proposition, we assist them in defining, promoting, and delivering their message.

The result is a seamless process that delivers a first-class experience for our clients and tangible results for investors through The Capstone Platform.

INNOVATIVE PLATFORM

For advisory firms that want to integrate Senior Life Settlements to their current product and service model, The Capstone Platform gives you the most economical and efficient way to do so.

Capstone has done all of the heavy lifting so that you can have turnkey access to the systems, sales, marketing and administrative capabilities you need to allocate to this unique asset class.

PROPRIETARY ACQUISITION MANAGEMENT STRATEGY

Capstone’s proprietary acquisition and management strategy helps you and your clients mitigate risk while growing and preserving your accredited investor asset base.

Capstone employs a disciplined process and best practice portfolio management techniques to consistently deliver the highest quality, well-constructed portfolios.

INTEGRATED BACK OFFICE SOLUTIONS

Capstone gives their clients the tools they need to hit the ground running with a successful business model and platform. Why Capstone? Because we configure the back office for you, so you don’t have to worry about it.

DOWNLOAD OUR PREMIUM RESERVE MANAGEMENT WHITE PAPER

What truly differentiates Capstone in the alternative investment world is that we share the primary risk of time to policy/portfolio maturity with the investor. Want to learn more? Download now.