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Client Relationship Summary

Other Educational Tools and Research

Welcome Life Securities, LLC is committed to providing consumers, referring broker dealers and registered representatives with a fair and balanced view of the life settlement option. For more information, please refer to the following information.

The National Association of Insurance Commissioners (NAIC) has circulated a brochure recommended for educating clients on life settlements. For more information, download a copy of the NAIC brochure.

FINRA has issued several Notice-to-Members (NTM) related to variable life settlements, variable life insurance and senior investors. Particular consideration should be given to the following Notice-to-Members and investor alerts:

  • NTM 00-44 "Variable Contracts: The NASD Reminds Members Of Their Responsibilities Regarding The Sale Of Variable Life Insurance"
  • NTM 07-43 "Senior Investors FINRA Reminds Firms of Their Obligations Relating to Senior Investors and Highlights Industry Practices to Serve these Customers"
  • NTM 06-38 "Member Obligations with Respect to the Sale of Existing Variable Life Insurance Policies to Third Parties"
  • Investor Alert: Seniors Beware: What You Should Know About Life Settlements, February 8, 2007.

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.