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Client Relationship Summary

Welcome Life Securities, LLC, a subsidiary of Welcome Life Financial Group, was formed in March 2006 and is the first broker-dealer firm to exclusively serve the financial community as a variable life insurance settlement broker and to provide a fully compliant, turn-key platform for firms and their clients.

Welcome Life Securities connects senior clients with institutional funds by navigating the complex secondary market, combining personalized negotiations with a proven auction based platform. The firm ensures the life settlement transaction meets demanding industry regulations and requirements in the rapidly growing life settlement industry, including:

  • Suitablility
  • Compliance
  • Due Diligence
  • Best Execution
  • Training and Education
  • Transparency & Proper Disclosures
  • Principal Supervision

Welcome Life Securities mirrors the comprehensive and effective model that its affiliated company, Welcome Funds Inc., has been implementing since 2000 for fixed life insurance settlement transactions. Both Welcome Funds and Welcome Life Securities specialize in products and services exclusively in the secondary market for life insurance, providing broker-dealers and their senior clients with the experience, knowledge and education required to reach fully-informed life settlement decisions.

Headquartered in Boca Raton, Florida, Welcome Life Securities is an organization that was founded on setting the highest of standards for itself, our clients, registered representatives, employees and partners. This commitment to quality, value and integrity is the underlying foundation of our operations which continues to guide us through each and every settlement transaction.

October 8, 2009
Welcome Life Securities, LLC Adds Institutional Trading Services to Life Settlement Platform

October 03, 2007
Welcome Life Securities, LLC - The industry's first broker-dealer to deal exclusively in variable life settlements.