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Client Relationship Summary

Welcome Life Securities' Life Settlement Provider Due Diligence Questionnaire is one of the most comprehensive approval procedures established by a life settlement broker in the industry. Each provider is required to complete a series of in-depth questions followed by a due diligence review process. This due diligence process includes:

  • Confirmation of institutional capital
  • Verification of provider licensing and regulatory compliance
  • Review of privacy policies and procedures

Welcome Life Securities maintains relationships with reputable institutional funding sources and is privileged to work with the industry's premier Providers. Welcome Life Securities' reach and reputation within the industry for reliable and efficient policy underwriting enables us to access bids from multiple providers in a streamlined negotiation process.

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.