top of page

The Buying Process

Step 1: Investor decides to use non-qualified (cash) or qualified funds (retirement account) to purchase life settlements, and signs the appropriate documents.

Step 2: Funds are sent to an account at First Western Trust & Bank. 

Step 3: A portion of the invested money is transferred into a separate premium reserve account.

Step 4: Investors receive a copy of the completed subscription documents, detailing their ownership of a portion of the portfolio of policies. 

Step 5: When a policy matures, the insurance carrier pays the claim to the account at First Western Trust & Bank.

Step 6: Investors are paid their share of the proceeds.

bottom of page