Call us at 1-877-609-7700
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Montage Financial Group, Inc. specializes in risk-managed investments through an innovative insurance investment instrument called "Life Settlements." A Life Settlement is a lump sum cash settlement paid to an insurance policy holder in exchange for contract ownership rights.  Typically, the acquisition cost is based on a fraction of the policy's face value and exceeds the policy's surrender value available to the policy owner. The purchaser becomes the new owner and assumes responsibility for payments to keep the policy in force throughout the life of the one insured. Life Settlements are a stable asset class that is not affected by large acquisitions and typically not correlated with financial markets. As such, they are similar to a negative-coupon long bond, albeit with an indefinite maturity, and provide an excellent alternative strategy to contribute to a long-term investment portfolio.
Life Settlements are structured primarily for risk averse investors who wish to earn high returns on an alternative investment with a long lock-up period and limited mark-to-market ability.  Advanced data analysis of health prognosis characteristics, with proven actuarial studies of life expectancies provide models that can return above-market fixed-income rates. Because of the stable nature of life insurance, Life Settlements are typically not adversely affected by world events and fluctuations in the financial markets, and, as such, may serve as a hedge against market volatility. Investors who have been increasingly disappointed with the capital markets will find this approach appealing as an alternative strategy to contribute to a long-term portfolio.
Contact Us
Requests for information:
Toll-Free Number: 877-609-7700
Telephone: 949-367-7700
FAX: 949-367-7701
EMail: Info@MontageGroup.com
Mailing Address
Direct mailed information to:
Montage Financial Group
27201 Puerta Real
Suite 170
Mission Viejo, CA 92691

Statements made on this website are for information purposes only. No statements made on this website constitute, or are intended to constitute, investment advice or an offer to purchase or sell any securities or a solicitation of an offer to purchase any securities, which may only be made pursuant to and in accordance with applicable securities laws and other applicable laws.