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.
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.
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.
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.
A Meaningful Investment: Life Settlements
The life settlement asset class provides investors a way to make a positive, tangible impact on society. Here, we explain how life settlement investments positively impact senior citizens by providing needed liquidity using real world examples.
Market Turbulence Puts AIR Strategy in the Spotlight
As volatility persists in traditional assets, alternative strategies may provide a timely complement for investors seeking return and diversification potential. Our multi-strategy approach, which invests in life settlements, structured settlements, and private credit, has historically produced equity-like returns with low volatility. Learn more about how we may help you diversify your portfolio, preserve capital, and increase risk-adjusted returns in our latest article.
Our Multi-Strategy Approach: A Compelling Option for RIAs
Watch to learn why AIR Asset Management's multi-strategy approach is a compelling option for RIAs’ client portfolios. They cover the multi-strategy's historical consistent returns and low volatility, RIA support, and perspectives on the current market.
Generating Liquidity in an Open-Ended Life Settlement Fund
Our full Life Settlement Market Expert Video Series is available to stream. Hear from the pros in the industry about topics such as liquidity, life expectancy, the maturation of the asset class, and the market forecast.
AIR Recognized as Top Treasury Management Services Company
Financial Services Review recognized AIR Asset Management as a Top 10 Treasury Management Services Company in 2022. Read the feature to learn how AIRAM stands out versus competitors for deploying investment strategies curated by a cross-section of fund managers, specialists, and thought leaders.