The PFS Way – Put Life into your Portfolio

Welcome

A Life Settlement is the legal sale of an existing Universal Life Insurance Policy (typically owned by seniors) for more than its cash surrender value and less than the net death benefit.

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FRACTIONAL LIFE SETTLEMENT INVESTMENTS

Since 2018 ThePFSWay Group
(formerly Principle Financial Services)
has been providing investments with a unique level of client protection and asset transparency. All policies are held in trust or LLC to provide protection against bankruptcy or operational issues of any service provider, including ThePFSWay Group.

Product Excellent Assets For

ThePFSWay GROUP
products may be excellent assets for

ThePFSWayGROUP
investments provide specific portfolio attributes, primarily:

PFS Way

Investors purchase fractional life settlements from the POOL OF POLICIES
Investors will own a portion of each policy. Portions of the investment go into an 'Investor’s' Premium Reserve Account that serves the entire pool.

If a policy in the pool lasts past life expectancy

Funds from premium reserve accounts protecting remaining policies in the pool will serve as an additional plan to pay that policies premiums until it matures. Then a portion of the return is reimbursed back to premium reserve account to continue paying for the remaining policies in the pool. The premiums will be covered and lower the chance of an out-of-pocket premium call.

When final policy in pool matures:

Any remaining funds from the premium reserve account are returned to you, the investor!

The Investment Process

What type of investment funds?
1. Qualified ( IRA, 401K, SEP )
2. Savings ( Cash )
Dollar amount to diversify from market risk?
Investment paperwork is generated.
Signing session is scheduled and paperwork executed.
Position is secured and funded.
All of the documents are gathered, countersigned and sent back to you with your certificates of ownership that secures payout.