Corry Capital Advisors' unique position as a vertically integrated investment advisor, allows us to offer an investment solution with a dedicated focus on sourcing capability, premium optimization, in-house servicing, and risk mitigation through our in-house portfolio management
CCA has an extended track record of being able to deploy capital into life insurance polices with over 1,700 policies purchased, with a face amount in excess of $5.6B
CCA has robust deployment capabilities, with over 1,500 policies and $12.7B in death benefit evaluated for purchase over the past year. Through CCA's meticulous due diligence process a fraction of the policies evaluated were purchased
CCA has extensive experience in managing life settlement portfolios with over 500 claim events and $1.5B in death benefit realized
Corry Capital Advisors' Value Proposition
Unique Investment Access
Extensive relationships and strong reputation allow access to high-quality opportunities
Disciplined Acquisition Process
Strict buying parameters and in-depth 46 point checklist performed by in-house due diligence team
Continuous Portfolio Management
Continuous monitoring of the insureds health allows for real-time assessment of each policy owned
Strong Returns in All Market Cycles
Strong target IRR due to unique access and premium optimization capabilities
Policy Investment Lifecycle
Policies are submitted directly to CCA. Because CCA can purchase directly from the insured, in some cases intermediary fees can be avoided
Each insured is individually underwritten for their life expectancy by two independent medical actuarial companies. Due diligence is performed on each policy utilizing a proprietary 46 point checklist.
Policy is priced based off of an illustration direct from the insurance company to determine future cost of policy premiums. Offer is made off the present value.
Purchase agreements issued for sign off by insured / counterparty, trustee, and all beneficiaries
Ownership and beneficiary rights are transferred to CCA. Through limited power of attorney, updated medical records and life expectancy reports are ordered.
Upon death of the insured, the death benefit is paid to the Fund.