Continuation Management Objective

Continuation Management LLC's objective is to design and tailor life settlement portfolios to maximize return, reduce risk, and leverage portfolios in order to provide a return which will enhance the value of the client's portfolio.  This strategic plan has been designed for the institutional investor that wishes to diversify its' portfolios with an alternative financial product that has no correlated risk to the financial markets and an opportunity for above average projected returns.

Continuation Management, LLC., retains the following providers:

1. An independent Trust Company

2.  Policy Originator

3.  Independent Insured Tracking Firm

4.  Legal Counsel

5.  Independent Actuarial/Medical Underwriting Firm

6.  Accounting Firm

An independent actuarial and medical underwriting firm will be engaged to underwrite the projected life expectancy of all insured individuals on policies received from the policy originator.  With over 50 years experience in their respective fields, the underwriting firm consists of medical staff, actuarial staff and professionals with six sigma certified rating.  The approach to life estimates seeks to bring probability forecasting and risk stratification to a level focusing more on science rather than the art of life expectancy evaluation.  

Underwriters perform an intensive analysis of all aspects involved in mortality projections including but not limited to, statistical modeling (2008 VBT, Joint Mortality Table at Berkley, Max Planck, SSA); Medication compliance and contradictions, medical research, actuarial science.  Collateral Factors are also included such as geographic location, availability of treatments, current and potential treatments, and pathological factors.  

To date, there have been zero involuntary policy lapses.  The average number of days between maturity and notification is 38.  The average number of days between notification and receipt of payment is 55.