Making an Impact: Life Settlement Investing
Discover the impact of life settlement investing with Scott Romanek, Managing Director, and Taylor Garvey, Senior Director of Marketing. In this short video, we delve into the life settlement industry, highlighting its win-win nature. Through real-world examples, learn how this innovative strategy can not only yield attractive returns for investors but also provides seniors with an opportunity to monetize an asset for essential financial relief.
Navigating the Markets with Diversified Investments: Why Life Settlements Make Sense
Navigating today's volatile financial landscape requires a strategic approach to portfolio diversification. Discover why life settlements are an increasingly attractive alternative investment option, seeking stability amidst market unpredictability and presenting unique benefits for long-term investors. Read on to explore current market risks and the compelling case for incorporating life settlements into your investment strategy.
Life Settlements as an Impact Investment
Andrea Hoch, Senior Director of Investor Relations at AIR Asset Management, joined Keith Black, Managing Director of RIA Channel, to discuss life settlements as an impact investment.
AIR Asset Management Continues to Provide Educational Forum for Life Settlement Investing at Third Annual Symposium
AIR Asset Management is delighted to announce the successful conclusion of its third annual Private Life Settlement Symposium, held on May 14 and 15, 2024, in downtown Chicago. This premier event, meticulously tailored for institutional investors, RIAs, and wealth advisors, once again underscored AIR’s commitment to providing a leading educational forum on life settlement investing.
Legal Finance Strategy for Compelling Risk-Adjusted Returns
Explore the unique world of legal financing with Andrea Hoch, Senior Director of Investor Relations at AIR Asset Management, and Joe Siprut, CEO & CIO of Kerberos Capital Management. This exclusive interview uncovers how our innovative private credit strategy delivers specialized capital solutions to law firms and seeks attractive risk-adjusted returns. Find out how investing in legal finance may diversify your portfolio and buffer your investment portfolios from market volatility.
10 Years of AIR Asset Management
Explore a decade of dedication, innovation, and growth with AIR Asset Management. Our team shares personal insights and celebrates the milestones that have shaped AIR into a leader in life settlement investing.
Life Settlement Investing Explained
Curious about what investing in life settlements is all about? We’ve got you covered. Check out our new infographic to learn more about how this once obscure and hard-to-access asset class is now a popular way for RIAs and institutional investors to achieve attractive uncorrelated returns.
Fostering Financial Independence for Seniors with Life Settlements
AIR Asset Management, distinguished as a Top 10 SRI Advisor in 2024 by Financial Services Review, focuses on life settlement investing for its dual benefits: enhancing investor portfolio diversification and converting life insurance into crucial financial resources for seniors. Learn more in the full feature.
How Life Settlement Investments Enhance Financial Security and Quality of Life
Discover the significant financial opportunities with life settlements that benefit both investors and policyholders. These real-world examples show how individuals can transform their underutilized life insurance policies into valuable assets for increased liquidity, ensuring financial stability and peace of mind.
AIR Asset Management Celebrates Two-Year Anniversary of Law Firm Lending Strategy
AIR Asset Management announces the two-year anniversary of its innovative law firm lending strategy. This marks a significant milestone for the strategy, as it has achieved an annualized net return of nearly 16% since its inception in January 2022. AIR Asset Management’s focus on providing qualified
Diversifying Portfolios with Life Settlements Amid Higher Interest Rates
Steve Luongo, CIO of AIR Asset Management, joins Keith Black, Managing Director of RIA Channel, to discuss the role of life settlements within a diverse investment portfolio, especially in times of volatile interest rates.
Noncorrelated Life Settlement Investing
For many investors, traditional assets alone are no longer meeting their needs. Life settlement strategies offer the potential for both attractive returns and low volatility, thanks to distinctive characteristics and historically low correlation to equities during big market fluctuations.
Investing Basics: Annuities & Structured Settlements
What are structured settlements and annuities, and how do they complement a portfolio of life settlement investments? Listen in as our Director of Portfolio Management, Jeff Black, CAIA, provides the basics.
How Life Settlements are Valued
Scott Willkomm, CEO of Life Equity, explains the methodology used to determine the value of life insurance policies. Whether you're an investor, policyholder, or simply curious about the world of life settlements, this video provides good insight into the key variables used to value policies.
Investing in Life Settlements to Enhance Portfolio Construction
Our Senior Director of Investor Relations, Andrea Hoch, explores the latest allocation trends for Family Offices and RIAs in today's market. She highlights how life settlements and private credit may help diversify risk, generate attractive returns, and dampen overall portfolio volatility.
The Advantages of a Multi-Strategy Approach in the Longevity-Based Arena
Our team explains our strategy’s proven ability to provide compelling risk-adjusted returns and long-term capital appreciation by investing in a proprietary portfolio of life insurance policies, life-contingent annuities, and related private credit opportunities.
Exploring Fiduciary Duty in Life Settlements
Gain insights into the role of fiduciary duty in life settlement decisions from Rob Haynie, Managing Director of Life Insurance Settlements. Discover how it shapes decision-making, addresses advisor complexities, and potentially uncovers hidden client assets.
The Role of Life Settlement Providers
Explore the role of life settlement providers with industry veteran Steven Shapiro, CEO of Q Capital Strategies. Shapiro discusses the untapped potential of life insurance policies that can offer consumers increased financial freedom amid today's economic challenges. Also, hear his expert insights into the significance of selecting licensed and reputable providers for a seamless settlement process and why more options allow for better pricing.
Trends in the Life Settlement Direct to Consumer & Advisor Markets
Learn about the untapped potential of the life settlement market with Abacus Life. Chief Executive Officer Jay Jackson shares insights on the direct-to-consumer & advisor market trends and underscores the importance of education to maximize the life settlement industry’s growth.
AIR Hosts Successful Second Life Settlement Symposium
AIR Asset Management, a leading provider of life settlement and longevity-related investment solutions, successfully concluded its second annual Private Life Settlement Symposium in Chicago this month, offering industry professionals and investors a platform for insightful discussions, networking opportunities, and a sharing of key knowledge about the longevity space.