Caldwell Reorganizes Affiliates To Launch Caldwell Life Strategies
New Firm, Moniker Better Represents Multiple Offerings, Unique Integrated Approach to Life Settlement Investing
STAMFORD, Conn., March 8 /PRNewswire/ -- Caldwell Life Strategies ("Caldwell"), an asset manager providing life settlement and related investing solutions today announced the reorganization of its affiliates under a single corporation resulting in a new name and corporate identity, including a new website, www.Caldwell-LS.com.
The new face of Caldwell encompasses the multi-faceted expertise of the firm across all phases of life settlement investing -- proprietary actuarial and modeling analysis, origination, sales and servicing, product structuring and legal and compliance -- further highlighting its proven track record.
Caldwell's unique approach is built around an alignment of interest with its investors, including the ability to co-invest, compensation structures based on performance (not volume), and an incentive to provide transparency and enhance value at all stages of the investment process.
"As this industry matures and attracts new participants, our proven process, in-house mortality expertise and track-record will continue to differentiate us from the pack," said Adam Balinsky, President of Caldwell Life Strategies. "It's an exciting time for our business and the multiple benefits of this asset class are hitting home with sophisticated investors and gatekeepers."
About Caldwell Life Strategies
Caldwell is an asset manager providing life settlement and related investing solutions to investors. Caldwell places strict emphasis on the alignment of interests with investors and offers an integrated platform with all core functions executed in-house. Based in Stamford, CT, Caldwell's affiliated companies' commenced operations in 2006. The firm manages pools of individual life policies with more than $2.6 billion of face value. For more information, please visit www.Caldwell-LS.com.
Note to editors
The life settlements market is the secondary market for life insurance policies on seniors. This market offers an alternative to policy holders interested in surrendering their policy for the cash value of the policy or lapsing a policy. Buyers of Life Settlements determine a purchase price based on the 'life expectancy' (LE) of the insured individual and pay sellers an amount less than the policy face amount, but in excess of the surrender value payable by the issuing insurance carrier. After acquisition, the buyer continues to make premium payments to keep the policy in force and collects the policy death benefit at maturity.
SOURCE Caldwell Life Strategies
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