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Life Settlements and TEPs

We offer consulting services concerning all actuarial and finance-related questions regarding secondary and tertiary markets for life insurance policies.

  • US life settlement policies
  • German traded endowment policies (TEPs)

US life settlement market – secondary & tertiary

Since 2001 we have provided consulting work to numerous international market participants concerning the following actuarial topics:

  • pricing of life settlement policies
  • valuation and analysis of life settlement portfolios
  • portfolio management of life settlement investments
  • due diligence for investors, e.g. concerning service providers (medical underwriters, settlement companies, etc.)

Overview of consulting services during purchase process

      Developed methodology and tools

      • a tool for pricing of life settlement policies
      • a tool for portfolio valuation (NAV calculation)
      • a stochastic simulation tool to conduct various analyses of life settlement portfolios
      • a statistical methodology to check ex post the quality of life expectancy estimates (actual-to-expected analyses)
      More Information

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      More information is available on our German site